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Matt Sonnen

    Publications

    • investmentnews.com
      1 article
    • Matt Sonnen joins Coldstream Wealth Management as chief operating officer
      2 May 2023—investmentnews.com
      Matt Sonnen has joined Coldstream Wealth Management, a Seattle-based wealth management firm, as its chief operating officer and has been charged with improving its back-office operations for the registered investment advisors who have joined in recent years, as well as enhancing the firm’s processes for onboarding firms that join in the future. “In the years ahead, we look forward to Matt further streamlining our operations, which will not only benefit our current advisors but allow us to...

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