Category: Coldstream Happenings

Coldstream proudly carries on our rich tradition of supporting future Northwest business leaders by sponsoring the Foster Sales Certificate Program Golf Tournament, held recently at the Golf Club at Redmond Ridge. [...]

We are excited to be sponsoring the Spinal Cord Injury Association of Washington’s 4th Annual Walk & Roll! The first SCIAW Green Lake Walk & Roll was held in October 2011 in partnership with the Christopher & Dana Reeve Foundation. They raised over $11,000 and hosted over 200 participants. Money raised for this event goes [...]

This month, Kevin Fitzwilson and his team cruised by boat up to beautiful Roche Harbor to meet with Coldstream clients. A great time was had by all. The weather on the return trip, however, allowed this hearty crew to ‘soak up’ all the fun they could handle, earning a new and likely permanent respect for [...]

Coldstream Capital Management, Bellevue, is pleased to announce the promotion of Howard Coleman to the position of Chief Investment Officer. Known for his upbeat and intensely driven nature, Coleman has led Coldstream’s Investment Strategy Group and been a member of the firm’s Investment Committee since his previous firm, Genesee Investments, LLC, was acquired by Coldstream [...]

Recently our Coldstream team volunteered at Eastside Baby Corner, an organization that makes a positive difference in the lives of children and families in need by collecting and purchasing children’s items. With the help of volunteers, Eastside Baby Corner distributes these items, free of charge, through agencies who are providing services for families in east [...]

Coldstream Earns Honors Coldstream was named one of the Puget Sound Business Journal’s Eastside Fastest Growing Private Companies for 2014. We were selected based on net revenue growth over the three years ending in 2013. While we are honored to have been part of this illustrious list, we recognize it is you, our clients and [...]

This week Relationship Managers Kevin Fitzwilson and Joe Cervantes attended a TD Ameritrade-sponsored event at the beautiful Chambers Bay Golf Club in Tacoma. The course, which will host the 2015 U.S. Open, was in spectacular shape, the weather cooperated, and a splendid time was had by all. The event enabled our team to meet with [...]

It was Spring Break in Mexico—but not how you might think (or see on TV). In April, Coldstream’s Chris Blakeslee led a group of 8 high school students on a mission trip to Tijuana, Mexico. They were part of a larger group of 65 kids. The group spent their week building and completing—from the ground [...]

Phil Platt joins Coldstream as COO Coldstream Capital Management, Bellevue, is pleased to announce the hiring of Phil Platt as Chief Operating Officer. Platt is an executive with a successful track record running investment advisory firms as Managing Director, COO, CFO, and Chief Compliance Officer.  In addition to his more than 10 years of Chief [...]