
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

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 [...]

May 7, 2025
What is something important you learned from your mother and father about money and finances?
In honor of Mother’s Day this May and Father’s Day in June, Coldstream employees shared what they learned from their mothers and fathers about money. Here, we offer some of that collective wisdom to our readers: Elaina Shemeta, CFP®, Team Lead & Wealth Manager One of the most valuable lessons my mom instilled in [...]

April 11, 2025
Bike to Work Month: Why We Do It
This year marks the 16th year I’ve organized a “Bike to Work” challenge for our company during the month of May. While the name harkens back to years ago when we daily commuted to the office and looked for ways to avoid traffic, today the definition has expanded; we include any type of activity that [...]

Contributions from: Anne Marie Stonich, CFP®, CPA