Insights
May 7, 2014
Ground floor of a dream!
In Coldstream Happenings
We at Coldstream invite you to join us, and our partner College Access Now, as we help deserving students on their path to a college degree: http://www.collegeaccessnow.org/events
Related Articles
July 18, 2025
Caring for Our Community: The Erik Hansen Scout Park Project
Nestled along the mouth of the Kenai River, the Erik Hansen Scout Park had fallen into disrepair. The park was much beloved by Kenai locals, but received less and less use the more disheveled it became. In June 2025, a team from Coldstream—led by Jim Moore and made up of Roger Reynolds, David Powers, Dina Liening, Pierson Zahn, [...]
Contributions from: James L. Moore, AAMS®, CMFC®, Ethan Luxton, FPQP™
July 16, 2025
Coldstream Enhances Leadership Structure
SEATTLE, July 16, 2025 — We are excited to announce that we have enhanced our leadership team structure to improve processes and refine roles and responsibilities, as we successfully reached our three-year growth goals well ahead of schedule. As a rapidly scaling financial services firm, we have shifted our structure to address unique opportunities of [...]
June 3, 2025
Cable Hill Partners Joins Coldstream
SEATTLE, June 03, 2025 – Exciting News: Cable Hill Partners is Now Coldstream! We’re excited to announce that Cable Hill Partners has officially joined forces with Coldstream, an independent, 100% employee-owned financial services firm based in Seattle. This partnership brings together two firms with shared values and a client-first mindset. With Coldstream’s roots dating back [...]