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!

Insights Tags

Events

Back to Insights

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 11, 2024

Coldstream Expands Services with the Launch of Coldstream Risk Management

SEATTLE – JUN. 11, 2024 – We are excited to announce the continued expansion of our strategic client services offerings with the launch of Coldstream Risk Management. Formerly known as FIT Insurance, a subsidiary of Coldstream, this comprehensive risk management platform will now be completely integrated into the service offering for Coldstream clients. Built to [...]

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, [...]

July 17, 2012