
Insights
September 26, 2012
Walk and Roll Event
In Coldstream Happenings
Come join Coldstream team members for the 2nd annual Walk and Roll event held at Seattle’s Greenlake Park on Saturday October, 6th 2012. This is our second year teaming up with the Spinal Cord Injury Association of Washington. SCIAW is the Washington State organization for people with spinal cord injuries and for all people committed to helping them. We hope to see you there.
Insights Tags
Related Articles

February 6, 2025
Invest in Women: A Night of Inspiration, Connection, and Impact
As we reflect on another remarkable Invest in Women event, I am reminded of the power of shared experiences, meaningful conversations, and the strength of a supportive community. Coldstream’s commitment to fostering these connections was on full display as we gathered for an evening filled with inspiration, learning, and collaboration. The energy in the room [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

January 21, 2025
Coldstream Names Bryan Shipley, CFA, CAIA, as Chief Investment Officer
Coldstream is excited to announce that Bryan Shipley, CFA®, CAIA®, has been named Chief Investment Officer as part of the firm’s continued leadership expansion. Howard Coleman, JD, who served as the firm’s CIO for ten years, will oversee Coldstream’s growing fund management business and continue serving as the firm’s chief legal counsel. Coldstream now represents [...]

January 9, 2025
Harrison Berkman Claypool & Guard and HBC Financial Services Join Coldstream
SEATTLE, Jan. 09, 2025 – We are excited to announce that Seattle-based financial services firms Harrison Berkman Claypool & Guard (“HBCG”) a full-service accounting firm, and HBC Financial Services (“HBC”), a Registered Investment Advisor, are joining Coldstream. The firms bring approximately $500 million in assets under advisement, growing Coldstream’s total AUA to $11.1 billion. The combination [...]