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 Earns Honors

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...

Coldstream Earns its Master’s!

College 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...

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...

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...