Coldstream Wealth Management
Kyle McMahill, FPQP®, is a finance professional currently serving as a Senior Client Service Associate at Coldstream Wealth Management since December 2020. Prior experience includes an internship at Cintas, where Kyle processed inventory items and facilitated a transition to a new database system, and roles at Shirley Contracting Company and Stoneleigh Golf & Country Club, focusing on construction and maintenance tasks respectively. Academic credentials include a Bachelor of Business Administration in Finance from James Madison University, complemented by an educational experience at the University of Antwerp.
This person is not in the org chart
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.”