
Insights
Category: Coldstream Happenings

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 [...]

November 14, 2024
Coldstream Appoints Rush Benton to Board of Directors
SEATTLE, Nov. 14, 2024 — We are excited to announce the appointment of Rush Benton, CFA®, to our board of directors. Benton, CEO of investment banking firm Gorman Jones and former Head of Wealth Management M&A at investment advisory firm CAPTRUST brings strategic counsel, decades of industry experience and singular growth expertise to Coldstream. Benton launched [...]

September 16, 2024
Coldstream Women & Wealth: Be Bold Webinar Recording
Coldstream’s Women & Wealth Group’s Invest in Women Series brings you the newest event in the series: Be Bold: Reimagining the Impossible. Hosted as a live webinar, Coldstream moderators Larissa Vidal, CFP® and Katie Quick, CFP® were joined by special guest Beth Whitman, Founder of WanderTours. From tech sales to adventure guiding, Beth has built [...]


Contributions from: Larissa Vidal, CFP®, Katie Quick, CFP®

July 9, 2024
Arnerich Massena joins Coldstream
SEATTLE – JULY. 9, 2024 – We are excited to announce our merger with Arnerich Massena, Inc. (“Arnerich Massena”), a Portland, Oregon-based investment advisory firm managing approximately $2 billion in client assets. Founded over 30 years ago, Arnerich Massena is led by co-CEOs Reegan Rae, CPWA®, and Bryan Shipley, CFA®, CAIA®. Like Coldstream, the firm [...]

June 11, 2024
Coldstream Expands Services with the Launch of Coldstream Risk Management
SEATTLE – JUN. 11, 2024 – We are excited to announce the continued expansion of our strategic client services offerings with the launch of Coldstream Risk Management. Formerly known as FIT Insurance, a subsidiary of Coldstream, this comprehensive risk management platform will now be completely integrated into the service offering for Coldstream clients. Built to [...]

November 9, 2023
Coldstream Welcomes Wealth Manager Kevin Peterson
SEATTLE – Nov. 9, 2023 – We are excited to announce the addition of experienced Wealth Manager Kevin Peterson to our newly formed Kirkland, Washington, team. Peterson brings $45 million in assets under management and 25 years of experience to our new team through the recent merger with Kirkland-based businesses Seidman Capital Group (“SCG”), a wealth management firm, [...]

October 2, 2023
Coldstream Merges with Seidman Capital Group and Hersman Serles Almond
SEATTLE – Oct. 2, 2023 – We are excited to announce our mergers with Seidman Capital Group (“SCG”), a wealth management firm, and Hersman Serles Almond, LLC (“HSA”), an accounting and consulting services firm. Based in Kirkland, Washington, the two affiliated businesses were co-founded by industry pioneer Victoria Serles, a CPA who has more than 40 [...]
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