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...

5 Things to Know About Boating

Spring is here! With sunshine and blue skies overhead and Opening Day of the boating season on the horizon, nautical northwesterners are itching to get on the water. Before you launch your boat this season, take a few moments and review your insurance policy; coverage...

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...

Signals from the Noise – Market Update

I recently read a NY Times Magazine article by Clay Tarver, detailing the remarkable story of Jason Everman. Everman had the incredible distinction of being kicked out of both Nirvana and Soundgarden prior to their explosive success in the 1990s. He later, as he put...

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...