Kevin Fitzwilson
Managing Shareholder in Bellevue, WA, US
An experienced leader in the financial services industry, Kevin Fitzwilson serves as a managing shareholder, team lead, and board member at Coldstream Wealth Management, an employee-owned firm headquartered in Bellevue, Washington. Since joining the firm in 1997, Kevin Fitzwilson has worked to establish a relatable leadership style, and under his leadership, Coldstream has embraced a collaborative, partner-oriented culture.
Mr. Fitzwilson also oversees company direction and strategic planning, and, in addition to its primary business dealings, he has facilitated the development of multiple complementary companies, such as Rainier Group, Fit Insurance, and Ascent Capital. He has more than 25 years of experience furnishing financial and investment advice. As with his leadership style, he takes a personal approach to assist high-net-worth clients in achieving their financial and other goals.
In his spare time, Mr. Fitzwilson pursues a lifelong appreciation for sports and fitness. An inductee of the Santa Clara University Athletics Hall of Fame, he enjoys wakesurfing, snowboarding, and many other athletic interests.