Coldstream Recent & Upcoming Events Q3:2015

RECENT EVENTS The past quarter has been busy for Coldstream and its employees! We celebrated our 19th Anniversary in April with an office party, and presented another great Strategas Market Update in May. We participated in the Eastside Baby Corner’s inaugural Diaper Drive, winning the...

Coldstream News: New Additions, St. Patty’s, & Strategas

New Additions to the Team Coldstream continues to grow in exciting ways, and we are proud to welcome seven new members to our team. Four of these newcomers will join our Private Client Services (PCS) teams. Rachel Borsini arrives to Coldstream from an independent financial...

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...

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...