Insights

August 18, 2014

Coldstream Announces New Chief Investment Officer

In Coldstream Happenings

HowardColdstream 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 in 2012. Prior to joining Coldstream, Coleman spent 15 years as General Counsel, Managing Director, and Investment Committee member for Genesee Investments, LLC, which managed several hedge funds and hedge funds of funds with peak assets totaling approximately $500 million. “Howard has articulated a compelling vision for Coldstream’s investment platform,” says COO Phil Platt. “We are confident his leadership will enhance Coldstream’s investment offering and help deliver strong risk adjusted returns for our clients.” Additionally, Coleman has served as an outside director to private equity and hedge funds, and he has chaired the Investment Committee and currently chairs the Board of Governors of Antioch University. He earned his BA in Political Science from Antioch College and JD from the University of Washington.

About Coldstream

Established in 1996 in Bellevue, WA, Coldstream serves the unique needs of affluent families, companies, and foundations throughout the United States. With approximately $1.5 billion of assets under management, Coldstream also specializes in 401K plan design, risk management, and financial advisory services.

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Contributions from: David McIntosh, CFP®