Darren Ritchie attaining the CAIA designation

Congratulations to Coldstream Senior Analyst Darren Ritchie for attaining the CAIA designation. The Chartered Alternative Investment Analyst (“CAIA”) program comprises a two-tier exam process through which one may earn the CAIA charter, the global mark of distinction in alternative investments.  The CAIA program curriculum covers...

Fashion Show to support BYTF

Coldstream partner Detlef Schrempf and his wife Mari were thrilled to be kicking off Fashion Week at The Bellevue Collection. It began in 2005 when Nordstrom asked the Detlef Schrempf Foundation to partner with them in producing this premier event. Thanks to Nordstrom’s leadership and...

Walk & Roll

Coldstream fielded a team of supporters for the recent 2nd Annual Green Lake Walk & Roll event. Evidence of the tremendous grass roots community support was found in the bushels of homemade tamales, the plentiful supply of water bottles and balloons, the dozens of donuts...

Walk and Roll Event

Come join Coldstream team members for the 2nd annual Walk and Roll event held at Seattle’s Greenlake Park on Saturday October, 6th 2012.   This is our second year teaming up with the Spinal Cord Injury Association of Washington. SCIAW is the Washington State organization for...

“Standing in the Gap” support from Coldstream

Coldstream team members Hilary, Susan, Carolyn, James, Vince and Kevin have had the opportunity to attend the annual Recovery Cafe event ‘Standing in the Gap’ for the past several years. Introduced to us by a client, the Cafe offers a safe haven for those struggling...

Coldstream Acquires Pacific Northwest Insurance

 Combined platforms enhance integrated wealth management services BELLEVUE — July 18, 2012 — Coldstream Capital Management (“Coldstream”) today announced that it has acquired Pacific Northwest Insurance (“PNI”), a property, casualty, life insurance and employee benefits specialist based in Kirkland, WA since 1992.  Rob James, PNI...

Coldstream Happenings

The second quarter proved to be an eventful one for Coldstream and our team members as we merged with two Northwest-based firms, Ascent Capital and Pacific NW Insurance. Ascent Capital Partners Ascent is a real estate lending partnership led by Managing Member, Chris Blakeslee, a...