Coldstream Rolling Out New Reporting Technology

We are excited to announce we are rolling out Envestnet | Tamarac’s Advisor View™ portfolio management and reporting system, a significant upgrade to our technology platform. The Advisor View platform leverages new technology to increase our Client Service team’s productivity, improve efficiencies, and provide superior...

Save the date – College Access Now (CAN)

Wednesday May 6th 6-8:30 p.m. Sodo Park Seattle Coldstream is excited to be a Masters level sponsor for the College Access Now (CAN) 2015 annual spring event. Save the Date for Spring Forward on May 6th, an event designed to celebrate and support the hard...

About Coldstream

Chris Judy retired in December 2014. We appreciate his nine plus years of service as a Portfolio Manager and Relationship Manager, and his significant technical expertise as a member of our Investment Strategy Group (ISG). Renee Hawkes joined Roger Reynolds’ team in November as a...

2015 St. Patrick’s Day Dash

As part of Coldstream’s Employee Health & Wellness Initiative, we are once again sponsoring the St. Patty’s Day Dash Challenge! Accept our challenge and invite your friends and family to join us in Seattle’s largest single-distance run, walk, jog or crawl. There are two ways to...

2014 Charitable Gifting Deadline Fast Approaching

In order to ensure timely processing of your gifting directives, your friends at Coldstream request that you have all charitable gift requests for 2014 submitted to us by Friday December, 19 2014 We wish you and yours a safe and healthy Holiday Season

Reminder from your Friends at Coldstream

Deadline for Required Minimum Distributions (RMDs): Clients who are 70½ or older must take an RMD from their IRA and/or their QRP for the 2014 tax year. All RMDs must be withdrawn by December 31, 2014, with the exception of those clients who turned or...

Hopelink Luncheon

  Coldstream team members Liz McQueen and Emily Kopp were thrilled to participate in Hopelink’s annual Luncheon held at the Meydenbauer Center in downtown Bellevue. Hopelink has served homeless and low income families, children, seniors and people with disabilities since 1971. http://www.hope-link.org/ The Luncheon was...

New Hire

Tiffany Weymouth, CFP, joined Coldstream in September as a Private Client Services Associate on the Joe Cervantes relationship management team. She brings a depth and breadth of financial services experience to the role including private client services expertise, most recently from Key Bank Private Client...

Company Retreat

Our company retreat this September took us to Mountain Springs Lodge in Plain, Washington where, during an active yet relaxing weekend, we fly-fished, rode horseback, and zip-lined. More importantly, the retreat provided a great opportunity to hone the cooperative and team-building skills vital to serving...