
Insights
September 26, 2012
Walk and Roll Event
In Coldstream Happenings
Come join Coldstream team members for the 2nd annual Walk and Roll event held at Seattle’s Greenlake Park on Saturday October, 6th 2012. This is our second year teaming up with the Spinal Cord Injury Association of Washington. SCIAW is the Washington State organization for people with spinal cord injuries and for all people committed to helping them. We hope to see you there.
Insights Tags
Related Articles

November 9, 2023
Coldstream Welcomes Wealth Manager Kevin Peterson
SEATTLE – Nov. 9, 2023 – We are excited to announce the addition of experienced Wealth Manager Kevin Peterson to our newly formed Kirkland, Washington, team. Peterson brings $45 million in assets under management and 25 years of experience to our new team through the recent merger with Kirkland-based businesses Seidman Capital Group (“SCG”), a wealth management firm, [...]

October 2, 2023
Coldstream Merges with Seidman Capital Group and Hersman Serles Almond
SEATTLE – Oct. 2, 2023 – We are excited to announce our mergers with Seidman Capital Group (“SCG”), a wealth management firm, and Hersman Serles Almond, LLC (“HSA”), an accounting and consulting services firm. Based in Kirkland, Washington, the two affiliated businesses were co-founded by industry pioneer Victoria Serles, a CPA who has more than 40 [...]

May 1, 2023
Coldstream’s New Chief Operating Officer
SEATTLE – May 1, 2023 — We are excited to announce the appointment of Matt Sonnen as Chief Operating Officer. In this role, Sonnen will continue to build out Coldstream’s operational platform and identify opportunities to scale and systematize its business. He will report to Kevin Fitzwilson, Managing Shareholder. In this role, Sonnen, with over [...]