
Insights
Category: Coldstream Happenings

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 [...]

May 7, 2025
What is something important you learned from your mother and father about money and finances?
In honor of Mother’s Day this May and Father’s Day in June, Coldstream employees shared what they learned from their mothers and fathers about money. Here, we offer some of that collective wisdom to our readers: Elaina Shemeta, CFP®, Team Lead & Wealth Manager One of the most valuable lessons my mom instilled in [...]

April 11, 2025
Bike to Work Month: Why We Do It
This year marks the 16th year I’ve organized a “Bike to Work” challenge for our company during the month of May. While the name harkens back to years ago when we daily commuted to the office and looked for ways to avoid traffic, today the definition has expanded; we include any type of activity that [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

April 8, 2025
Coldstream Rebrands Rainier Group as Coldstream Capital Partners
SEATTLE, April 08, 2025 – We’re excited to announce our subsidiary, the Rainier Group, a boutique investment banking and strategic advisory firm, will now be known as Coldstream Capital Partners. This rebranding is part of a process that aims to better reflect a strategic alignment to expand services, enhance expertise, and improve operational efficiency for [...]

February 6, 2025
Invest in Women: A Night of Inspiration, Connection, and Impact
As we reflect on another remarkable Invest in Women event, I am reminded of the power of shared experiences, meaningful conversations, and the strength of a supportive community. Coldstream’s commitment to fostering these connections was on full display as we gathered for an evening filled with inspiration, learning, and collaboration. The energy in the room [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

January 21, 2025
Coldstream Names Bryan Shipley, CFA, CAIA, as Chief Investment Officer
Coldstream is excited to announce that Bryan Shipley, CFA®, CAIA®, has been named Chief Investment Officer as part of the firm’s continued leadership expansion. Howard Coleman, JD, who served as the firm’s CIO for ten years, will oversee Coldstream’s growing fund management business and continue serving as the firm’s chief legal counsel. Coldstream now represents [...]

January 9, 2025
Harrison Berkman Claypool & Guard and HBC Financial Services Join Coldstream
SEATTLE, Jan. 09, 2025 – We are excited to announce that Seattle-based financial services firms Harrison Berkman Claypool & Guard (“HBCG”) a full-service accounting firm, and HBC Financial Services (“HBC”), a Registered Investment Advisor, are joining Coldstream. The firms bring approximately $500 million in assets under advisement, growing Coldstream’s total AUA to $11.1 billion. The combination [...]
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