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. 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 ...
Pacific Northwest Firm Streamlines Individual and Institutional Services Under the Umbrella of Coldstream Holdings SEATTLE, April 8, 2025 /PRNewswire/ -- Coldstream today announced that its subsidiary ...
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 ...
Financial services firm Coldstream acquired Cable Hill Partners, a Portland, Ore.-based registered investment advisory firm managing approximately $2 billion in client assets.The transaction closed ...
Coldstream Wealth Management—an employee-owned, hybrid registered investment advisor based in Seattle with some $6.5 billion in assets—has announced the appointment of Matt Sonnen as chief operating ...
The coming together of culturally aligned firms to result in new efficiencies and greater scale, creating an enhanced client service experience. Coldstream Capital Management (“Coldstream”) today ...
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