Category: Coldstream Happenings

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 [...]

That’s the motto of the Fight the Fear campaign, spearheaded by singer Brandi Carlile and her Looking Out Foundation. Fight the Fear is a community-oriented violence prevention initiative which provides training in basic self-defense skills including awareness, de-escalation, boundary setting, assertive communication, and fighting technique as well as access to resources for survivors of violence [...]

College Access Now, a charity which helps deserving students pay for college, held its annual Spring fundraiser event on Tuesday, May 12th at Mohai on South Lake Union in Seattle.  Coldstream participated as one of the ‘Master’s Degree’ top sponsors of this great event.  Former Deputy Secretary of the United States Department of Housing and [...]

We at Coldstream invite you to join us, and our partner College Access Now, as we help deserving students on their path to a college degree: http://www.collegeaccessnow.org/events [...]

YOU’RE INVITED – The Ultimate Test Drive Event – Water & Land Coldstream and Seattle Boat Company invite you to participate in an integrated test drive event showcasing a few of your favorite things… perfect boats, seductive sports cars, excellent boating gear & more! The Ultimate Test Drive Event – Water & Land is our [...]

Protecting our clients’ privacy and the confidentiality of their personal information has always been important to us. As our client, you may have concerns regarding reports involving the “Heartbleed” security flaw, which is reported to have potentially affected certain online sites that employ OpenSSL software. We would like to take this opportunity to reassure you [...]