SEATTLE, Jan. 21, 2025 /PRNewswire/ -- Coldstream today announced that Bryan Shipley, CFA®, CAIA®, has been named Chief Investment Officer as part of the firm's continued leadership expansion. Howard ...
Coldstream, an employee-owned financial services firm based in Seattle, has restructured its leadership team, including appointing Kevin Fitzwilson as CEO, the firm announced. The firm has doubled its ...
SEATTLE, Jan. 9, 2025 /PRNewswire/ -- Coldstream Wealth Management ("Coldstream") today announced that Seattle-based financial services firms Harrison Berkman Claypool & Guard ("HBCG") a full-service ...
Coldstream, an employee-owned registered investment advisor based in Seattle, has added Cable Hill Partners, a Portland, Ore.-based firm with $2 billion in client assets. Cable Hill was founded in ...
Coldstream Capital Management is gaining strength in the Pacific Northwest as it merges with a multibillion-dollar powerhouse advisory practice in Oregon. On Tuesday, Coldstream announced a merger ...
Coldstream Wealth Management has announced a merger with LWM Wealth Management, a Kenai, Alaska-based firm with approximately $170 million in assets under management. Owned by Roy A. Wells and Mark ...
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