Insights

January 21, 2025

Coldstream Names Bryan Shipley, CFA, CAIA, as Chief Investment Officer

In Coldstream Happenings

Coldstream is excited to announce that Bryan Shipley, CFA®, CAIA®, has been named Chief Investment Officer as part of the firm’s continued leadership expansion. Howard Coleman, JD, who served as the firm’s CIO for ten years, will oversee Coldstream’s growing fund management business and continue serving as the firm’s chief legal counsel. Coldstream now represents $11.1 billion in total client assets.

“Bryan’s incredible track record of developing investment strategies aligned with the values and goals of his clients, as well as innovative and enhanced due diligence processes to mitigate risk, will continue to expand our ability to deliver comprehensive financial solutions for our clients,” said Kevin Fitzwilson, Coldstream’s Managing Shareholder. “Bringing Bryan into this role positions our firm for additional strategic growth and allows Howard to focus on expanding our fund management programs.”

Read the full press release here.

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