
Insights
Category: Coldstream Happenings

June 11, 2014
Coldstream Hire
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 [...]

June 5, 2014
Coldstream is excited to support “A Quest for Confidence Through Strength”
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 [...]

May 19, 2014
Coldstream Earns its Master’s!
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 [...]

May 7, 2014
Ground floor of a dream!
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 [...]

April 27, 2014
Coldstream & Seattle Boat Company – The Ultimate Test Drive Event!
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 [...]

April 15, 2014
The Heartbleed security flaw : Securing Your Information
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 [...]

April 11, 2014
About Coldstream
St. Patrick’s Day Dash 2014 The soggy Seattle rain didn’t stop “The Coldstream Team” of 38 strong from making it to the Finish Line along with close to 10,000 participants in the 30th annual St Patrick’s Day Dash on Sunday March 16, 2014 at Seattle Center. We had a half dozen corporate team challengers with [...]

March 26, 2014
Coldstream in the community
Coldstream team members Detlef Schrempf, Hilary Clark, Vince Lee & Kurt Biederman attend the 2014 auction in support of St. Thomas School. [...]

March 5, 2014
BANNER BANK AND COLDSTREAM CAPITAL MANAGEMENT, INC. ANNOUNCE RELATIONSHIP
FOR IMMEDIATE RELEASE: March 4, 2014 BANNER BANK AND COLDSTREAM CAPITAL MANAGEMENT, INC. ANNOUNCE RELATIONSHIP WALLA WALLA, Wash. -Banner Bank, a wholly owned subsidiary of Banner Corporation (NASDAQ GSM: BANR), announced today that it has entered into a business relationship with Coldstream Capital Management, Inc., a Bellevue, WA based independent wealth management firm. [...]
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