We’d like to thank all our clients and friends of the firm who attended our Holiday Party on December 5th, between the music, food, drinks and great people attending, a good time was had by all. We would particularly like to thank those Coldstream team members who worked tirelessly behind the scenes to make the event seamless for those who attended.
In the season for giving, Coldstream adopted two families through the auspices of Bellevue Lifespring for the holidays. Through the generosity of our team members, we not only filled the families’ wish lists, but we were able to provide each family with a gift card for groceries and one for other necessities. We are thankful for our own good fortune, and felt a lot of goodwill and joy when the gifts were taken to Lifespring.READ MORE
R.O.C.K.star Awards 2013
As part of our annual all-company retreat, an award is given to those individuals who go above and beyond the call of duty in the care of our clients, the company and our core values. This 100% peer-nominated award is based on exemplary performance in the following areas.
R. Responsive to the needs of our clients and the firm
O. Ownership of their work and contribution to their team each day
C. Client-centric with both the internal and external client
K. Knowledge that is shared and inspires all of us to be leaders within our respective disciplines
We congratulate Bob Frazier, Paulette Andersen and Dave Lester as our 2013 R.O.C.K.stars!READ MORE
In recognition of his long time commitment to higher education and professional excellence, on May 4th Eastern Illinois University will bestow an Honorary Doctorate of Public Service upon Coldstream Capital Management co-founder, Don Gher. Don joins an esteemed group of recipients at his alma mater which include U.S. Senator Paul Douglas, Governor Jim Edgar, entertainer Burl Ives, Assistant Undersecretary of Defense Sue Payton and, alongside Don this year, New Orleans Saints Head Coach Sean Payton. As co-founder of Coldstream, Don was instrumental in our early success and the path we continue today to provide wealth management and investment expertise to our clients. We congratulate Don along with his wife Mary, their two daughters Lindsay and Courtney, and their families for this great honor. Go Panthers!
The sun came out to shine on the 13,000+ participants and 300+ volunteers, who made the 29th St. Patty’s Day Dash a huge success! Over a dozen companies took the Coldstream corporate team challenge to increase internal wellness. The winning team was Coinstar with 115 runners over F5, Zonar Systems, T-Mobile, Deloitte & Touche, NY Life, NorthCoast Electric, Coldstream and others. Congrats to Coinstar!
Thanks for the support and your participation to make your work environment a healthier place!
Coldstream Special Event – Jason Trennert Join us Wednesday, January 23rd at the Overlake Club in Bellevue where Strategas Partners Chief Strategist, Jason Trennert will share his major investment themes for 2013. Strategas serves as a key research and investment strategy partner to Coldstream. Don’t miss this unique opportunity! Email firstname.lastname@example.org if interested in attending.
New Team Members Coldstream welcomed aboard three new team members in December! Previously a practicing estate planning attorney, Kurt Biederman has joined Coldstream in the role of Associate Relationship Manager providing wealth management services to clients. READ MORE
Coldstream partner Detlef Schrempf had the honor of being the 12th man flag raiser at the Seattle Seahawks vs. Minnesota Vikings game November 4th.
Coldstream members Hilary Clark, Catherine Williams and Liz McQueen attended the Schwab Impact event in Chicago.
IMPACT is an invitation-only industry conference where advisors come together with influential presenters, exhibitors, and subject-matter experts to learn about and collaborate on key issues and best practices. Every facet of the conference is designed to help attendees remain at the forefront of the industry.
Liz & Hilary
Congratulations to Coldstream Senior Analyst Darren Ritchie for attaining the CAIA designation.
The Chartered Alternative Investment Analyst (“CAIA”) program comprises a two-tier exam process through which one may earn the CAIA charter, the global mark of distinction in alternative investments. The CAIA program curriculum covers a wide range of topics within the alternative universe, including professional standards and ethics, regulation, private equity, real estate, commodities and managed futures, hedge funds, structured credit, manager due diligence, risk management, and portfolio management. Since its inception in 2003, more than 5,400 individuals in over 75 countries have earned the CAIA designation and thousands more have become candidates in the CAIA program. The CAIA Association was co-founded by the Alternative Investment Management Association, the global trade association for the alternative industry, and the Center for International Securities and Derivatives Markets at the University of Massachusetts, a leader in alternative investment research and education.
Coldstream partner Detlef Schrempf and his wife Mari were thrilled to be kicking off Fashion Week at The Bellevue Collection. It began in 2005 when Nordstrom asked the Detlef Schrempf Foundation to partner with them in producing this premier event. Thanks to Nordstrom’s leadership and generosity, this event has raised over $180,000 for local children’s charities. The show continually sells out, with 100% of tickets purchases going to the Detlef Schrempf Foundation and selected children’s charity partners. Past beneficiaries include: Central Area Youth Association; Clothes For Kids; Little Bit Therapeutic Riding Center; Family & Adult Service Center; Bellevue Youth Theatre Foundation.READ MORE