We consider ourselves one big Coldstream family. We may have titles, but at heart we’re still the small company that considers every person a key part of the organization – and the family.
We’re structured so that every employee has growth opportunity. Working with us means more than just a job – it means working on yourself and your skill sets too.
We’re not your average wealth management firm. We’re a group of honest, sincere professionals who have a genuine passion for enhancing people’s lives.
Erika Yelle – Over a Decade of Service
“I’ve been with Coldstream since 2002 and continue to be energized by the growth and success of the company. It’s not just that we’ve built such an amazing firm together over the years, but that we’ve been able to maintain such strong relationships along the way. Dedication not only to the well-being of our clients but also our team members have made it a great place to work!”
Joe Cervantes – One Team to Another
“Already established in my career with a strong group of clients, I decided to join Coldstream because of the opportunities I saw for both myself and my clients. Coldstream plays ‘for keeps’, fighting like athletes to go the extra mile. I knew that was the kind of environment I wanted to continue growing in. Now leading one of the fastest growing teams at the firm, I know I made the right choice.”
Daniel Laris – From Intern to Analyst
“By being a part of Coldstream’s internship program, I had access to unmatched industry exposure and had the opportunity to work with investment experts on the Investment Strategy Group. When they offered me the full time position, it was a no brainer and the transition into a permanent role was so smooth.”