Insights
Category: Coldstream Happenings

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. [...]

February 20, 2014
2014 St. Patrick’s Day Dash
As part of Coldstream’s Employee Health & Wellness Initiative, we are once again sponsoring the St. Patty’sDay Dash Challenge! Accept our challenge and 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 Team Member Registration Enter Team Registration Code: ColdstreamFriend [...]

January 10, 2014
About Coldstream
We’d like to thank all our clients and friends of the firm who attended our Holiday Party on December 5th, between the music, food, drinks and great people attending, a good time was had by all. We would particularly like to thank those Coldstream team members who worked tirelessly behind the scenes to make the [...]

November 4, 2013
In Business Development, a Little Luck Goes a Long Way
Financial Advisor – September 2013 Baseball Hall of Famer Lefty Gomez was often heard to say, “I’d rather be lucky than good.” Advisors who hit pay dirt through a fortuitous introduction or a random round of golf can probably relate to that sentiment. It’s tempting to think that if one stroke of fortune can bring [...]

November 4, 2013
Making the Connection…Building the Network
Puget Sound Business Journal – September 13, 2013 Reynolds was 37 and managing director of Coldstream Capital Management. Dierks was 36 and vice president of special projects for the American Cancer Society’s Northwest division. Both were celebrating their 40 Under 40 Awards at the Hollywood Schoolhouse in Woodinville. They became fast friends, confidants. They bonded [...]

October 8, 2013
Coldstream: Happenings
R.O.C.K.star Awards 2013 As part of our annual all-company retreat, an award is given to those individuals who go above and beyond the call of duty in the care of our clients, the company and our core values. This 100% peer-nominated award is based on exemplary performance in the following areas. R. Responsive to [...]

June 20, 2013
Who’s fastest growing among Eastside private companies?
Coldstream makes the list again! Puget Sound Business Journal named its 2013 Eastside Fastest-Growing Private Companies. Each of the 50 companies – located from Lake Washington east to the Cascade Mountains and from Bothell south to Renton – recorded growth in the double digits for the two-year period between 2010 and 2012. http://www.bizjournals.com/seattle/blog/techflash/2013/06/2013-eastside-fastest-growing-private.html [...]

June 20, 2013
Coldstream’s Anniversary Event
Our talented Coldstream glass artists showed their skills in the coloring, shaping, and blowing of glass at Redmond School of Glass. A very fun, unique, and memorable activity to celebrate 17 years of serving our clients! [...]
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