Coldstream Recent & Upcoming Events Q3:2015

In Coldstream Happenings

RECENT EVENTS

The past quarter has been busy for Coldstream and its employees! We celebrated our 19th Anniversary in April with an office party, and presented another great Strategas Market Update in May. We participated in the Eastside Baby Corner’s inaugural Diaper Drive, winning the “Preakness” Division by donating over 2,290 diapers. Plus, our head of business development Detlef Schrempf and his foundation raised nearly $1,000,000 for local children’s charities at their gala and golf events in June. A selection of Coldstream staff members attended the gala to support and congratulate their colleague.

We are also proud to welcome new employees to the family. Jennifer Vandiver joins Elaine Heller’s team as a Private Client Services Associate, while Roger Reynolds welcomes Beth Zackheim to his team – also as an Associate. Ryan Oden, IT specialist, and Addison Parker, Accounting Assistant, add much-needed support to our expanding operations team.

UPCOMING EVENTS

ISG QUARTERLY WEBCAST – JULY 22 AT 1PM

We have joined forces with GoToWebinar to bring you a new and improved quarterly update! Join experts from Coldstream’s Investment Strategy Group (ISG) for a 30-minute market update.

TESLA DRIVING EXPERIENCE – SEPT. 1 AT 3:30PM

Want a driving experience like any other? Come hear about Tesla Motors, learn about their innovative technology, and get behind the wheel of one their most popular models. More details coming soon!

FOOTBALL & BREWS: THIRSTY THURSDAY – TBD

Join us for an afternoon of conversation and craft brews. Hear the latest football commentary from special guests while tasting a variety of unique craft beers from our friends at Tavour. More details coming soon!

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February 5, 2026

Coldstream Continues Expansion with New Office in Bend, Oregon

We’re happy to announce that we have opened a new office in Bend, Oregon. Coldstream Chief Client Experience Officer and member of the firm’s Board of Directors, Anne Marie Stonich, CFP®, CPA, will oversee the firm’s continued expansion in the region. Coldstream, which oversees $14.05 billion in total client assets, supports more than 100 families [...]

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Coldstream Surpasses $14.05 Billion in Total Client Assets

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 [...]

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Invest in Women – Impact by Design: Women Shaping the Future of Giving

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 [...]

Contributions from: Kim Rosenberg, CFP®, Katie Quick, CFP®, Katelyn Spangler, CFP®

July 20, 2015

Coldstream Recent & Upcoming Events Q3:2015

In Coldstream Happenings

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