Seahawks 12th Man Flag Raiser

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 [...]

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 [...]

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 [...]