Coldstream Hire

phil_plattPhil Platt joins Coldstream as COO

Coldstream Capital Management, Bellevue, is pleased to announce the hiring of Phil Platt as Chief Operating Officer. Platt is an executive with a successful track record running investment advisory firms as Managing Director, COO, CFO, and Chief Compliance Officer.  In addition to his more than 10 years of Chief Operating Officer experience, he brings to Coldstream a broad business acumen, shaped by years of diverse responsibilities with Microsoft and Sprint, as well as in the real estate development and oil services industries. Platt earned a B.S. in petroleum engineering from the Colorado School of Mines and an MBA from Cornell University. “We are excited to have Phil join the Coldstream management team. His leadership, financial and operational skills will enhance the client and employee team-member experiences across all our affiliate companies,” says Kevin Fitzwilson, Managing Partner.READ MORE

Coldstream is excited to support “A Quest for Confidence Through Strength”

confidenceThat’s the motto of the Fight the Fear campaign, spearheaded by singer Brandi Carlile and her Looking Out Foundation.

Fight the Fear is a community-oriented violence prevention initiative which provides training in basic self-defense skills including awareness, de-escalation, boundary setting, assertive communication, and fighting technique as well as access to resources for survivors of violence or abuse. Qualified instructors teach free workshops, providing access to the skills and confidence that are a proven deterrent to violence. It’s an excellent tool for young women to learn life skills and build confidence.

The official kickoff for this nationwide campaign will be in Seattle on June 7th from 1 – 5 pm. The free workshop will be held downtown Seattle with Brandi and the Twins performing their music and with Tom Douglas providing the snacks. This is a free event, but limited to only 100 people. If interested please let us know.

Coldstream Earns its Master’s!

photo 2College 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 Deputy Secretary of the United States Department of Housing and Urban Development Ron Sims was the keynote speaker.  Kurt Biederman, Hilary Clark, Jenny Dunne, and Kevin Fitzwilson joined a crowd of 300 in thoroughly enjoying the festivities and helping this very worthy cause.

Coldstream & Seattle Boat Company – The Ultimate Test Drive Event!

boatleftYOU’RE INVITED – The Ultimate Test Drive Event – Water & Land

Coldstream and Seattle Boat Company invite you to participate in an integrated test drive event showcasing a few of your favorite things… perfect boats, seductive sports cars, excellent boating gear & more!

The Ultimate Test Drive Event – Water & Land is our biggest test drive event of the year! Get behind the wheel of the world’s most luxurious sport boats, Cobalt Boats. Ride in your favorite Malibu Boat, the most technologically innovative water sports boat available. Drive in legendary Porsche Vehicles, including the all-new Macan SUV. Check out the finest boating accessories and watersports gear. Plus, connect with expert real estate agents featuring exceptional local properties, and with your wealth management partner – Coldstream.READ MORE

The Heartbleed security flaw : Securing Your Information

Protecting our clients’ privacy and the confidentiality of their personal information has always been important to us. As our client, you may have concerns regarding reports involving the “Heartbleed” security flaw, which is reported to have potentially affected certain online sites that employ OpenSSL software. We would like to take this opportunity to reassure you that we have confirmation that your information is not impacted with respect to the security of your accounts at our primary custodians and third party vendors. We utilize Charles Schwab, Fidelity and TD Ameritrade as our primary custodians, AdvisorProducts Inc. (API) for the secure client login-only portion of our Coldstream website and Satuit as our Client Relationship Management Software (Satuit).READ MORE

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