Kevin Fitzwilson has led employee-owned Coldstream for 16 years and has been an award-winning wealth manager for more than 30 years, helping clients and other firm leaders provide high-quality service that delivers results. Responsible for Coldstream’s overall strategy, Fitzwilson is the architect of its robust M&A strategy, which has helped the firm more than triple in size over the past five years. Under his leadership, Coldstream has welcomed at least one large merger partner per year over the past few years, significantly expanding its footprint and asset levels. He has spearheaded this process without any outside equity capital support. With meaningful year-over-year growth in assets and headcount, a newly restructured leadership structure, and no outside equity capital partners seeking returns/timelines to liquidity that may not align with Coldstream’s business plans, Fitzwilson has positioned Coldstream for continued, sustained success.