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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When you go through a year like 2022, sometimes it’s a good idea to take a deep breath and digest everything that happened before looking back. Now that we’re into February, I’m ready to do that. For Coldstream, it was a year of contradictions. On the one hand, markets experienced extended bouts of volatility, with [...]
Contributions from: Kevin Fitzwilson