Happenings at Coldstream

In Coldstream Happenings

The second quarter proved to be an eventful one for Coldstream and our team members as we merged with two Northwest-based firms, Ascent Capital and Pacific NW Insurance.

Ascent Capital Partners

Ascent is a real estate lending partnership led by Managing Member, Chris Blakeslee, a 20 year veteran in the lending and construction industries. Ascent specializes in providing short term or investment type commercial loans to single family home builders in the Puget Sound area.

The partnership between Coldstream and Ascent creates opportunity for investors who wish to broaden their alternatives investment portfolio. Chris joins Coldstream as a Portfolio Manager and member of our Investment Strategy Group. Visit www.ascent-cap.com for more information. Welcome aboard Chris!

Pacific NW Insurance

Founded in 1993 and based in Kirkland, WA, Pacific NW Insurance (“PNI”) is a property, casualty, life insurance and employee benefits specialist acquired by Coldstream in June. PNI founder and now Coldstream Partner, Rob James, and his team have worked closely with Coldstream for over 10 years providing independent and objective risk management services to our clients.

A formal partnership with PNI enhances our ability to proactively identify and address a client’s potential liability exposures as part of our integrated wealth management platform. More information about PNI may be found at www.pacnwins.com. Please join us in welcoming aboard Rob, Steve Jasper, Paulette Anderson, Chris Milley, Karen Ford and Mandi Blevins!

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May 7, 2025

What is something important you learned from your mother and father about money and finances?

In honor of Mother’s Day this May and Father’s Day in June, Coldstream employees shared what they learned from their mothers and fathers about money. Here, we offer some of that collective wisdom to our readers: Elaina Shemeta, CFP®, Team Lead & Wealth Manager One of the most valuable lessons my mom instilled in [...]

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