blog

Insights

April 11, 2014

About Coldstream

In Coldstream Happenings

St. Patrick’s Day Dash 2014St Paddys Dash 2014

The soggy Seattle rain didn’t stop “The Coldstream Team” of 38 strong from making it to the Finish Line along with close to 10,000 participants in the 30th annual St Patrick’s Day Dash on Sunday March 16, 2014 at Seattle Center.   We had a half dozen corporate team challengers with F5 Networks Team winning First place with close to 200 runners participating in the Dash, followed by Outerwall and Brooks Running.  All in all it was a festive and fun day; a great way to kick off our 2014 health and wellness initiative. Congratulations to all that participated!

New to the Coldstream Team:

We are pleased to announce that Phil Platt has joined Coldstream and our affiliates as Chief Operating Officer. Phil has extensive, highly relevant work experience that will allow him to ‘hit the ground running’ with us and we feel he will enhance our already strong  company wide ‘team’ culture.  We welcome Phil and look forward to a fantastic 2014!

Coming Event:

Coldstream will be celebrating 18 years in business this year. On April 24th we will be closing our offices early in honor of this milestone, and our employees will partake in cooking up some tasty treats at “Sizzleworks Cooking School” in Bellevue.

Related Articles

July 18, 2025

Caring for Our Community: The Erik Hansen Scout Park Project

Nestled along the mouth of the Kenai River, the Erik Hansen Scout Park had fallen into disrepair. The park was much beloved by Kenai locals, but received less and less use the more disheveled it became. In June 2025, a team from Coldstream—led by Jim Moore and made up of Roger Reynolds, David Powers, Dina Liening, Pierson Zahn, [...]

Contributions from: James L. Moore, AAMS®, CMFC®, Ethan Luxton, FPQP™

July 16, 2025

Coldstream Enhances Leadership Structure

SEATTLE, July 16, 2025 — We are excited to announce that we have enhanced our leadership team structure to improve processes and refine roles and responsibilities, as we successfully reached our three-year growth goals well ahead of schedule. As a rapidly scaling financial services firm, we have shifted our structure to address unique opportunities of [...]

June 3, 2025

Cable Hill Partners Joins Coldstream

SEATTLE, June 03, 2025 – Exciting News: Cable Hill Partners is Now Coldstream! We’re excited to announce that Cable Hill Partners has officially joined forces with Coldstream, an independent, 100% employee-owned financial services firm based in Seattle. This partnership brings together two firms with shared values and a client-first mindset. With Coldstream’s roots dating back [...]