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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Coldstream Appoints Rush Benton to Board of Directors
SEATTLE, Nov. 14, 2024 — We are excited to announce the appointment of Rush Benton, CFA®, to our board of directors. Benton, CEO of investment banking firm Gorman Jones and former Head of Wealth Management M&A at investment advisory firm CAPTRUST brings strategic counsel, decades of industry experience and singular growth expertise to Coldstream. Benton launched [...]
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Coldstream Women & Wealth: Be Bold Webinar Recording
Coldstream’s Women & Wealth Group’s Invest in Women Series brings you the newest event in the series: Be Bold: Reimagining the Impossible. Hosted as a live webinar, Coldstream moderators Larissa Vidal, CFP® and Katie Quick, CFP® were joined by special guest Beth Whitman, Founder of WanderTours. From tech sales to adventure guiding, Beth has built [...]
Contributions from: Larissa Vidal, CFP®, Katie Quick, CFP®