Coldstream Wealth Management
Ian Curtiss is an experienced wealth management professional with a strong background in financial advisory and planning. Currently serving as a Wealth Manager at Coldstream Wealth Management, Ian has held various roles including Senior Advisor and Advisor at Pathstone. Previous positions include Portfolio Administrator at Pacific Portfolio Consulting, LLC, and Financial Associate at Sovereign Wealth Advisors, Inc. Additionally, Ian has experience as Participant Service Lead and Plan Analyst at Northwest Plan Services, Inc. Ian holds a Bachelor of Arts in Financial Economics from Seattle Pacific University, earned between 2010 and 2014.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”