The 12th Man

Megan Hannah to lead firmwide client experience strategy as Ian Curtiss assumes leadership of Wealth Strategy Group amid continued investment in talent development and succession planning Appointments strengthen Coldstream’s client experience, planning and investment leadership as the firm continues its next stage of growth Coldstream, an employee-owned financial services firm headquartered in Bellevue, today announced that Megan [...]

This May, Coldstream will launch its fifth annual “Bike to Work Month,” marking its 17th year for some of our team members. This is no ordinary bicycle challenge: our Bike to Work Month is inclusive of all physical activities, inspiring Coldstreamers to move in whatever ways bring the most joy. We host a wide variety [...]

Coldstream got its start in 1996, the same year the Nintendo 64 hit shelves. Hotmail, one of the first web-based email services was launched that year, as was the Palm Pilot. DVDs were introduced in 1996 and Dolly the Sheep became the first mammal to be cloned. “Independence Day” was the top-grossing film, and the [...]