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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November 9, 2023
Coldstream Welcomes Wealth Manager Kevin Peterson
SEATTLE – Nov. 9, 2023 – We are excited to announce the addition of experienced Wealth Manager Kevin Peterson to our newly formed Kirkland, Washington, team. Peterson brings $45 million in assets under management and 25 years of experience to our new team through the recent merger with Kirkland-based businesses Seidman Capital Group (“SCG”), a wealth management firm, [...]
October 30, 2023
Coldstream Ranks in PSBJ’s Fastest-Growing Private Companies
The Puget Sound Business Journal released its rankings for the Fastest-Growing Private Companies in Washington State. Coldstream is honored to be ranked #83! We are thankful to have a team dedicated to bringing our clients peace of mind and honored to serve the families and individuals who have entrusted us with their wealth management needs [...]
October 12, 2023
Coldstream Ranks in Forbes’ Top RIA Firms of 2023
Forbes released their rankings for America’s Top 100 RIA Firms survey. Coldstream is honored to be ranked #59! We are thankful to have a team dedicated to bringing our clients peace of mind and honored to serve the families and individuals who have entrusted us with their wealth management needs for over 25 years. View [...]