January 17, 2013

About Coldstream

In Coldstream Happenings

Coldstream Special Event – Jason Trennert  Join us Wednesday, January 23rd at the Overlake Club in Bellevue where Strategas Partners Chief Strategist, Jason Trennert will share his major investment themes for 2013.  Strategas serves as a key research and investment strategy partner to Coldstream. Don’t miss this unique opportunity!  Email if interested in attending.

New Team Members  Coldstream welcomed aboard three new team members in December!  Previously a practicing estate planning attorney, Kurt Biederman has joined Coldstream in the role of Associate Relationship Manager providing wealth management services to clients. 

Jenny Dunne has joined us at a Private Client Services Administrator.  Jenny first interned with Coldstream while completing her B.A. Finance at the University of Washington.  It is only a coincidence that Kurt and Jenny both hail from Alaska!

Our most recent addition to the Coldstream family is Dave Lester.  A Northwest native with nearly a decade of insurance experience, Dave has joined Rob James and the team at Pacific NW Insurance (“PNI”) as a Commercial Lines Account Representative.  Welcome aboard Kurt, Jenny and Dave!

Pardon The Dust  Coldstream embarks on an office expansion project in early February.  We are excited to increase our office footprint in order to bring PNI into the same space as Coldstream, Genesee and Ascent.  The energy and efficiencies we gain in a shared office will serve our clients and business partners all the more.  We expect the expansion to be completed by end of March; in the interim, please pardon the dust.

Related Articles

February 8, 2022

Coldstream’s New Boise Office

BELLEVUE – February 8, 2022 – Coldstream Wealth Management (“Coldstream”) today announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously worked out of Coldstream’s office in Mercer Island, Wash, will lead it, leaning on his more than 10 years of financial services experience. Coldstream is one of the leading wealth [...]

David Mcintosh
Contributions from: David McIntosh, CFP®

September 22, 2021

Coldstream and Rosenbaum Financial Merge

SEATTLE – September 22, 2021 — We are thrilled to announce today the merger of Coldstream Wealth Management and Rosenbaum Financial, reinforcing our leadership in the Pacific Northwest! Read the complete press release here.  [...]

July 15, 2021

COVID-19 Office Policy: Open By Appointment Only

Our offices remain open by appointment only. Coldstream wishes to ensure peace of mind for our clients, visitors, and team members while onsite at any of our offices. Be aware Coldstream does not require vaccinations for all team members. Effective March 12, 2022 we will no longer require mask-wearing in our offices. You are welcome [...]