Insights
May 19, 2014
Coldstream Earns its Master’s!
In Awards & Recognition, Coldstream Happenings
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 Urban Development Ron Sims was the keynote speaker. Kurt Biederman, Hilary Clark, Jenny Dunne, and Kevin Fitzwilson joined a crowd of 300 in thoroughly enjoying the festivities and helping this very worthy cause.
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July 23, 2024
Coldstream Ranks in PBJ’s OR & S.W. WA Largest Money Management Firms List
Portland Business Journal released its list of largest Oregon & S.W. Washington Money Management Firms. Coldstream is honored to have ranked #22! We are honored to serve our Oregon clients who have made us part of their financial journey. View the full list of rankings. Disclaimer: This list is compiled based on responses to a [...]
July 9, 2024
Arnerich Massena joins Coldstream
SEATTLE – JULY. 9, 2024 – We are excited to announce our merger with Arnerich Massena, Inc. (“Arnerich Massena”), a Portland, Oregon-based investment advisory firm managing approximately $2 billion in client assets. Founded over 30 years ago, Arnerich Massena is led by co-CEOs Reegan Rae, CPWA®, and Bryan Shipley, CFA®, CAIA®. Like Coldstream, the firm [...]
June 26, 2024
Top 100 Largest Private Companies in WA
We are proud to be ranked in the 2024 Largest Private Companies in Washington State list from the Puget Sound Business Journal. Coldstream is honored to have ranked #93! This achievement reflects our relentless dedication, hard work, and the incredible support from our amazing community. We are thankful to have a team dedicated to bringing [...]