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 ...

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 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 ...

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 ...

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 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 ...