F5 St. Patty’s Day Dash Success!

In Coldstream Happenings

The sun came out to shine on the 13,000+ participants and 300+ volunteers, who made the 29^th St. Patty’s Day Dash a huge success! Over a dozen companies took the Coldstream corporate team challenge to increase internal wellness. The winning team was Coinstar with 115 runners over F5, Zonar Systems, T-Mobile, Deloitte & Touche, NY Life, NorthCoast Electric, Coldstream and others. Congrats to Coinstar!

Thanks for the support and your participation to make your work environment a healthier place!

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June 15, 2022

Coldstream’s New Chief Revenue Officer

SEATTLE – June 15, 2022 — We are excited to announce the appointment of Natalie Straub as Chief Revenue Officer. She will report to Kevin Fitzwilson, Managing Shareholder. In this newly created role, Natalie will dedicate her efforts to developing and implementing our ambitious strategic growth plans, as well as sharing the positive impact the [...]

June 7, 2022

Coldstream’s New Alaska Office

SEATTLE – June 7, 2022 — We are thrilled to announce today the merger with Legacy Wealth Management, located in Kenai, Alaska. The addition of Mark Griffin, CFP and Michelle McGlasson reinforces our leadership in the Pacific Northwest and we are excited to offer a new office location for our clients in Alaska. Coldstream would [...]

February 8, 2022

Coldstream’s New Boise Office

BELLEVUE – February 8, 2022 – Coldstream Wealth Management (“Coldstream”) today announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously worked out of Coldstream’s office in Mercer Island, Wash, will lead it, leaning on his more than 10 years of financial services experience. Coldstream is one of the leading wealth [...]

Contributions from: David McIntosh, CFP®

March 19, 2013