Insights
November 4, 2013
Making the Connection…Building the Network
In Awards & Recognition, Coldstream Happenings
Puget Sound Business Journal – September 13, 2013
Reynolds was 37 and managing director of Coldstream Capital Management. Dierks was 36 and vice president of special projects for the American Cancer Society’s
Northwest division. Both were celebrating their 40 Under 40 Awards at the Hollywood Schoolhouse in Woodinville. They became fast friends, confidants. They bonded over things they both liked to do — hiking, fishing and skiing. Today, that bond has only grown. Their families barbecue together. They seek each other’s advice for business opportunities. They are on each other’s “personal board of directors,” or informal advisory network.
Related Articles
December 16, 2025
Coldstream Surpasses $14.05 Billion in Total Client Assets
We are proud to announce that we have surpassed $14.05 billion in total client assets, completing another record year of growth. Our firm’s organic and merger-based growth has exceeded our three-year strategic plan ahead of schedule, which we have accomplished without external capital. Thank you to our wonderful team who made this happen and their [...]
November 7, 2025
Invest in Women – Impact by Design: Women Shaping the Future of Giving
Something powerful is happening in women’s philanthropy, a new paradigm in giving defined by collaboration, compassion, and purpose. That spirit filled the room at Coldstream’s latest Invest in Women event, “Impact by Design: Women Shaping the Future of Giving.” Hosted in Portland, the gathering brought together women who are transforming the way generosity is expressed [...]
Contributions from: Kim Rosenberg, CFP®, Katie Quick, CFP®, Katelyn Spangler, CFP®
November 6, 2025
Coldstream Holiday Giving Guide
For Coldstream, giving back to the community is a core part of who we are as a firm, and we know how important philanthropy is to our clients and friends. We are connected to so many organizations and non-profits that are doing incredible work, and are honored to be part of this amazing community that [...]