Coldstream Portfolio Manager James Walsh speaking with the Bellevue based magazine 425 Business

We are proud to announce that we have surpassed $14.05 billion in total client assets, completing another record year of growth. Our firm’s organic and merger-based growth has exceeded our three-year strategic plan ahead of schedule, which we have accomplished without external capital. Thank you to our wonderful team who made this happen and their [...]

Something powerful is happening in women’s philanthropy, a new paradigm in giving defined by collaboration, compassion, and purpose. That spirit filled the room at Coldstream’s latest Invest in Women event, “Impact by Design: Women Shaping the Future of Giving.” Hosted in Portland, the gathering brought together women who are transforming the way generosity is expressed [...]

For Coldstream, giving back to the community is a core part of who we are as a firm, and we know how important philanthropy is to our clients and friends. We are connected to so many organizations and non-profits that are doing incredible work, and are honored to be part of this amazing community that [...]