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Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience
Source: PR Newswire
Management & GovernanceCompany Fundamentals
Coldstream announced leadership changes in client experience and wealth strategy: Megan Hannah will lead the firmwide client experience strategy while Ian Curtiss assumes leadership of the Wealth Strategy Group. The update emphasizes continued investment in talent development and succession planning, without disclosing financial metrics or changes to guidance.
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