CoverProfile

David Bigelow

Wealth Manager and Squad Lead

Coldstream Capital Management Inc

United States, Washington, Woodinville

About Me

When David joined the firm, we gained a Wealth Manager full of high character, highly capable to serve our clients. David looks forward to the opportunity to serve clients based solely on what’s best for them. Providing conflict-free planning and investment management service was something he knew he would be proud to do each day. Bringing peace-of-mind to clients is incredibly rewarding and his favorite part of delivering financial advice. David enjoys knowing he can relieve client stress by assuring them they have us in their corner constantly looking out for their financial wellness.

Profile Information

Wealth Manager and Squad Lead

Coldstream Capital Management Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Woodinville

Washington

United States

May 16, 2024

More profiles to browse

DD
Duane Duim
Wealth Manager & Team Lead
Profile Photo
Hilary Massee Clark
Wealth Manager & Senior Client Team Operations Manager
CS
Colby Stirrat
Senior Wealth Management Associate
Profile Photo
Gunnar Ildhuso
Wealth Manager & Shareholder

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation