Coldstream Wealth Management Welcomes New Team Members

Bellevue, WA, September 27, 2017 – Coldstream Wealth Management today announced the addition of several influential and experienced team members.  Former Washington State Treasurer (2008-2016), James McIntire, along with Dan Kingston, Former Head of Portfolio Management at Vulcan Capital, will be founding members of the Coldstream Wealth Management Investment Strategy Group’s Advisory Board READ MORE

Coldstream’s Roger Reynolds Honored for Charitable Work with Outdoors For All Foundation

Bellevue, WA – Roger Reynolds, volunteer for Outdoors For All Foundation, received Honorable Mention for philanthropic excellence in the eleventh annual Invest in Others Awards.

The Invest in Others Charitable Foundation established its awards program to recognize the charitable work of financial advisors and financial services firms in communities across the country and around the world.

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Coldstream Named One of Washington’s 100 Best Companies to Work For

IMG_3951Coldstream Capital Management has been named one of Washington’s 100 Best Companies to Work For by Seattle Business magazine. An awards ceremony took place on July 1st to announce the winners among Seattle’s top businesses and leaders. Coldstream was one of 32 midsized businesses selected out of over 300 applicants who participated in the 2015 survey and was named #22 in that category.

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Coldstream Earns Honors

Peter Beeson, Rich Merrifield, Phil Platt

Peter Beeson, Rich Merrifield, Phil Platt

Coldstream was named one of the Puget Sound Business Journal’s Eastside Fastest Growing Private Companies for 2014. We were selected based on net revenue growth over the three years ending in 2013. While we are honored to have been part of this illustrious list, we recognize it is you, our clients and friends, who make this award possible. Thank you for your on-going confidence in us and support of our team.

Coldstream Earns its Master’s!

photo 2College Access Now, a charity which helps deserving students pay for college, held its annual Spring fundraiser event on Tuesday, May 12th at Mohai on South Lake Union in Seattle.  Coldstream participated as one of the ‘Master’s Degree’ top sponsors of this great event.  Former Deputy Secretary of the United States Department of Housing and Urban Development Ron Sims was the keynote speaker.  Kurt Biederman, Hilary Clark, Jenny Dunne, and Kevin Fitzwilson joined a crowd of 300 in thoroughly enjoying the festivities and helping this very worthy cause.

Making the Connection…Building the Network

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 Puget Sound Business Journal – September 13, 2013

Reynolds was 37 and managing director of Coldstream Capital ManagementDierks was 36 and vice president of special projects for the American Cancer Society’s

Northwest division.  Both were celebrating their 40 Under 40 Awards at the Hollywood Schoolhouse in  Woodinville.  They became fast friends, confidants. They bonded over things they both liked to do —  hiking, fishing and skiing. Today, that bond has only grown. Their families barbecue  together. They seek each other’s advice for business opportunities. They are on each other’s “personal board of directors,” or informal advisory network.

READ FULL PSBJ ARTICLE

About Coldstream

R.O.C.K.star Awards 2013

As part of our annual all-company retreat, an award is given to those individuals who go above and beyond the call of duty in the care of our clients, the company and our core values.  This 100% peer-nominated award is based on exemplary performance in the following areas.

R.            Responsive to the needs of our clients and the firm

O.           Ownership of their work and contribution to their team each day

C.            Client-centric with both the internal and external client

K.            Knowledge that is shared and inspires all of us to be leaders within our respective disciplines

We congratulate Bob Frazier, Paulette Andersen and Dave Lester as our 2013 R.O.C.K.stars!READ MORE

Who’s fastest growing among Eastside private companies?

Coldstream makes the list again!

Puget Sound Business Journal named its 2013 Eastside Fastest-Growing Private Companies.

Each of the 50 companies – located from Lake Washington east to the Cascade Mountains and from Bothell south to Renton – recorded growth in the double digits for the two-year period between 2010 and 2012.

http://www.bizjournals.com/seattle/blog/techflash/2013/06/2013-eastside-fastest-growing-private.html

 

 

Donald Gher Receives Honorary Doctor

Donald L. Gher of Bellevue, Wash., received an honorary Doctor of Public Service degree from Eastern Illinois University today in recognition of his dedication, his generosity, and his service to others.

Don GherGher graduated from Eastern in 1973 with a degree in business and a concentration in marketing.  A fellow alumnus and classmate said of him, “Don exhibited the energy and drive that would propel him through his immensely successful business career.  In class, he was always at the ready to help a friend, dive into a project, and eager to debate with professors, which often made class sessions memorable.”READ MORE

Coldstream Co-Founder Honored

Don Gher

In recognition of his long time commitment to higher education and professional excellence, on May 4th Eastern Illinois University will bestow an Honorary Doctorate of Public Service upon Coldstream Capital Management co-founder, Don Gher.  Don joins an esteemed group of recipients at his alma mater which include U.S. Senator Paul Douglas, Governor Jim Edgar, entertainer Burl Ives, Assistant Undersecretary of Defense Sue Payton and, alongside Don this year, New Orleans Saints Head Coach Sean Payton.  As co-founder of Coldstream, Don was instrumental in our early success and the path we continue today to provide wealth management and investment expertise to our clients.  We congratulate Don along with his wife Mary, their two daughters Lindsay and Courtney, and their families for this great honor.  Go Panthers!

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