Anne Marie L. Stonich
Director/Miembro de la Junta en Coldstream Capital Management, Inc. .
Perfil
Ms. Anne Marie L.
Stonich, CPA, is a Chief Wealth Strategist & Board of Directors at Coldstream Capital Management, Inc. She is on the Board of Directors at Coldstream Capital Management, Inc. She is responsible for setting firm-wide communication standards to ensure the families we serve have a positive overall client experience.
She is highly involved with integrating initial financial planning with investment strategy, as well as facilitating discussions with trusted partners in areas of risk management.
As major policy changes occur, she quickly jumps into action to provide perspective and resources to clients.
She has more than 20 years of experience working in the financial services industry.
Prior to joining Coldstream, she co-founded Paracle Advisors in 2004 with two like-minded colleagues because they believed the traditional brokerage models largely underserved investors.
The firm was founded on the belief that advisors can and should bring more to the families they serve beyond just investment advice.
In 2021, Paracle joined forces with Coldstream and today she brings that same mentality.
As a Relationship Manager, she strives to deliver a customized plan that is comprehensive, thoughtful, and clear; a relationship with an Advisor that you trust, who is proactive and keeps you on track, so you have one less thing to worry about.
Cargos activos de Anne Marie L. Stonich
Empresas | Cargo | Inicio |
---|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Director/Miembro de la Junta | 01/06/2021 |
Antiguos cargos conocidos de Anne Marie L. Stonich.
Empresas | Cargo | Fin |
---|---|---|
Paracle Advisors LLC
Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | Fundador | 23/06/2021 |
Formación de Anne Marie L. Stonich.
University of Washington | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 2 |
---|---|
Paracle Advisors LLC
Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | Finance |
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
- Bolsa de valores
- Insiders
- Anne Marie L. Stonich