Category: Coldstream Happenings

New Additions to the Team Coldstream continues to grow in exciting ways, and we are proud to welcome seven new members to our team. Four of these newcomers will join our Private Client Services (PCS) teams. Rachel Borsini arrives to Coldstream from an independent financial planning and investment firm in Seattle. She holds a BA [...]

We are excited to announce we are rolling out Envestnet | Tamarac’s Advisor View™ portfolio management and reporting system, a significant upgrade to our technology platform. The Advisor View platform leverages new technology to increase our Client Service team’s productivity, improve efficiencies, and provide superior deliverables through new reporting capabilities and a more robust client [...]

Wednesday May 6th 6-8:30 p.m. Sodo Park Seattle Coldstream is excited to be a Masters level sponsor for the College Access Now (CAN) 2015 annual spring event. Save the Date for Spring Forward on May 6th, an event designed to celebrate and support the hard work and drive of more than 1,200 students on the [...]

Chris Judy retired in December 2014. We appreciate his nine plus years of service as a Portfolio Manager and Relationship Manager, and his significant technical expertise as a member of our Investment Strategy Group (ISG). Renee Hawkes joined Roger Reynolds’ team in November as a Wealth Planner. Renee brings to Coldstream over 19 years of [...]

As part of Coldstream’s Employee Health & Wellness Initiative, we are once again sponsoring the St. Patty’s Day Dash Challenge! Accept our challenge and invite your friends and family to join us in Seattle’s largest single-distance run, walk, jog or crawl. There are two ways to participate! Join the Coldstream Team (click the link above!) Select [...]

James is speaking about his favorite local restaurant for a business lunch.   You can find the print version in the November 2014 Print Edition of 425 Business. [...]

  Coldstream team members Liz McQueen and Emily Kopp were thrilled to participate in Hopelink’s annual Luncheon held at the Meydenbauer Center in downtown Bellevue. Hopelink has served homeless and low income families, children, seniors and people with disabilities since 1971. http://www.hope-link.org/ The Luncheon was attended by over 1500 people who were all inspired by [...]

Tiffany Weymouth, CFP, joined Coldstream in September as a Private Client Services Associate on the Joe Cervantes relationship management team. She brings a depth and breadth of financial services experience to the role including private client services expertise, most recently from Key Bank Private Client Services in Bellevue, WA. She holds a Bachelor of Arts [...]

Our company retreat this September took us to Mountain Springs Lodge in Plain, Washington where, during an active yet relaxing weekend, we fly-fished, rode horseback, and zip-lined. More importantly, the retreat provided a great opportunity to hone the cooperative and team-building skills vital to serving our clients. We were able to work and re-charge our [...]