In Business Development, a Little Luck Goes a Long Way

Financial Advisor – September 2013 Baseball Hall of Famer Lefty Gomez was often heard to say, “I’d rather be lucky than good.” Advisors who hit pay dirt through a fortuitous introduction or a random round of golf can probably relate to that sentiment. It’s tempting...

Making the Connection…Building the Network

 Puget Sound Business Journal – September 13, 2013 Reynolds was 37 and managing director of Coldstream Capital Management.  Dierks 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...

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...

Coldstream Co-Founder Honored

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...

About Coldstream

Coldstream Special Event – Jason Trennert  Join us Wednesday, January 23rd at the Overlake Club in Bellevue where Strategas Partners Chief Strategist, Jason Trennert will share his major investment themes for 2013.  Strategas serves as a key research and investment strategy partner to Coldstream. Don’t...

Coldstream Acquires Ascent Capital

Coldstream Acquires Ascent Capital   Chris Blakeslee joins Coldstream as Portfolio Manager BELLEVUE — June 28, 2012 — Coldstream Capital Management (“Coldstream”) today announced that it has acquired Ascent Capital, a real estate lending partnership specializing in lending to single family home builders in King, Snohomish...

Coldstream Acquires Pacific Northwest Insurance

 Combined platforms enhance integrated wealth management services BELLEVUE — July 18, 2012 — Coldstream Capital Management (“Coldstream”) today announced that it has acquired Pacific Northwest Insurance (“PNI”), a property, casualty, life insurance and employee benefits specialist based in Kirkland, WA since 1992.  Rob James, PNI...

Coldstream Happenings

The second quarter proved to be an eventful one for Coldstream and our team members as we merged with two Northwest-based firms, Ascent Capital and Pacific NW Insurance. Ascent Capital Partners Ascent is a real estate lending partnership led by Managing Member, Chris Blakeslee, a...