Coldstream Sponsors 2014 SCIAW Green Lake Walk & Roll

We are excited to be sponsoring the Spinal Cord Injury Association of Washington’s 4th Annual Walk & Roll!

The first SCIAW Green Lake Walk & Roll was held in October 2011 in partnership with the Christopher & Dana Reeve Foundation. They raised over $11,000 and hosted over 200 participants.

Money raised for this event goes to the Christopher & Dana Reeve Foundation whose mission is “to find the cure” AND to the Spinal Cord Injury Association of Washington where they raise money to fund a state-wide peer mentor program and promote quality of life.READ MORE

The sailing is smooth, sometimes

This month, Kevin Fitzwilson and his team cruised by boat up to beautiful Roche Harbor to meet with Coldstream clients. A great time was had by all. The weather on the return trip, however, allowed this hearty crew to ‘soak up’ all the fun they could handle, earning a new and likely permanent respect for the words ‘small craft advisory’. It was a true team effort on the trip home, and Jenny Dunne contributed to our team’s safe return with her ability to repair windshield wipers, on-the-fly.

Coldstream Announces New Chief Investment Officer

Coldstream Capital Management, Bellevue, is pleased to announce the promotion of Howard Coleman to the position of Chief Investment Officer. Known for his upbeat and intensely driven nature, Coleman has led Coldstream’s Investment Strategy Group and been a member of the firm’s Investment Committee since his previous firm, Genesee Investments, LLC, was acquired by Coldstream in 2012. Prior to joining Coldstream, Coleman spent 15 years as General Counsel, Managing Director, and Investment Committee member for Genesee Investments, LLC, which managed several hedge funds and hedge funds of funds with peak assets totaling approximately $500 million. “Howard has articulated a compelling vision for Coldstream’s investment platform,” says COO Phil Platt. “We are confident his leadership will enhance Coldstream’s investment offering and help deliver strong risk adjusted returns for our clients.” Additionally, Coleman has served as an outside director to private equity and hedge funds, and he has chaired the Investment Committee and currently chairs the Board of Governors of Antioch University. He earned his BA in Political Science from Antioch College and JD from the University of Washington.READ MORE

Coldstream volunteers at Eastside Baby Corner

Recently our Coldstream team volunteered at Eastside Baby Corner, an organization that makes a positive difference in the lives of children and families in need by collecting and purchasing children’s items. With the help of volunteers, Eastside Baby Corner distributes these items, free of charge, through agencies who are providing services for families in east King County.