Insights
November 9, 2023
Coldstream Welcomes Wealth Manager Kevin Peterson
In Coldstream Happenings
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, and Hersman Serles Almond, LLC (“HSA”), an accounting and consulting services firm. Read the complete press release here.
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Contributions from: Anne Marie Stonich, CFP®, CPA