blog

Insights

February 26, 2015

Save the date – College Access Now (CAN)

In Coldstream Happenings

Wednesday May 6th 6-8:30 p.m. Sodo Park Seattle

Coldstream is excited to be a Masters level sponsor for the College Access Now (CAN) 2015 annual spring event. Save the Date for Spring Forward on May 6th, an event designed to celebrate and support the hard work and drive of more than 1,200 students on the path to college. Join passionate community members for a fun and philanthropic evening featuring stories of students and the AmeriCorps coaches that are helping them reach their college dreams.

Keynote Address by President Elson S. Floyd of Washington State University
Student and Alumni speakers
Appetizers and Beverages by Herban Feast

Registration will open in late March 2015.  Can’t make it, but want to do your part to help students receive the education they deserve? Donate today.

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®