Insights
May 7, 2014
Ground floor of a dream!
In Coldstream Happenings
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Related Articles
January 9, 2025
Harrison Berkman Claypool & Guard and HBC Financial Services Join Coldstream
SEATTLE, Jan. 09, 2025 – We are excited to announce that Seattle-based financial services firms Harrison Berkman Claypool & Guard (“HBCG”) a full-service accounting firm, and HBC Financial Services (“HBC”), a Registered Investment Advisor, are joining Coldstream. The firms bring approximately $500 million in assets under advisement, growing Coldstream’s total AUA to $11.1 billion. The combination [...]
November 14, 2024
Coldstream Appoints Rush Benton to Board of Directors
SEATTLE, Nov. 14, 2024 — We are excited to announce the appointment of Rush Benton, CFA®, to our board of directors. Benton, CEO of investment banking firm Gorman Jones and former Head of Wealth Management M&A at investment advisory firm CAPTRUST brings strategic counsel, decades of industry experience and singular growth expertise to Coldstream. Benton launched [...]
September 16, 2024
Coldstream Women & Wealth: Be Bold Webinar Recording
Coldstream’s Women & Wealth Group’s Invest in Women Series brings you the newest event in the series: Be Bold: Reimagining the Impossible. Hosted as a live webinar, Coldstream moderators Larissa Vidal, CFP® and Katie Quick, CFP® were joined by special guest Beth Whitman, Founder of WanderTours. From tech sales to adventure guiding, Beth has built [...]
Contributions from: Larissa Vidal, CFP®, Katie Quick, CFP®