Our Team

Meet Our Team

Departments

  • ISG

Locations

  • Bellevue

Roles

  • Executive Team
  • Investment Strategy Group

Howard Coleman, JD

Chief Investment Officer & General Counsel

Howard joined Coldstream through the company’s acquisition of Genesee Investments in 2011. With a varied background, Howard brings a wealth of legal and investment expertise to Coldstream. Beginning his career at the Seattle firm of Riddell, Williams, Bullitt and Walkinshaw, Howard focused on securities related litigation and regulatory issues and became a partner in 1991. In 1997, he went to work for Genesee Investments as its Managing Director and General Counsel assisting in the analysis and negotiation of its hedge funds’ private investments in public companies. By the early 2000s, Howard transitioned away from his legal role and began evaluating hedge funds for Genesee’s three fund of funds. Having evaluated well over 2,000 hedge funds during his career, Howard found that his legal background dovetailed nicely into hedge fund analysis and strategies that involved real estate, debt instruments, or bankruptcy. In 2014, Howard became Coldstream’s Chief Investment Officer, working with the Investment Strategy Group to develop strategic and tactical asset allocations and fund due diligence.

Currently on the board for the Congregations for the Homeless, Howard is dedicated to civic engagement. Howard and his wife Linda also founded a non-profit organization, Education Access Network, which prepares high school students who cannot afford college preparation classes for the SAT and ACT exams, and helps them through the application process.

The common theme that has governed my career is that the clients’ interests come first – before my personal interests or the interests of the firm. This is the essence of our fiduciary duty and is the core of Coldstream’s value system.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.

Recent Article Contributions

  • January 19, 2024

    Market Commentary: “What, Me Worry?” – Alfred E. Neuman

    What a difference a year makes.  In 2022, both the equity and fixed income markets suffered significant declines over market participants’ fears that Fed tightening would lead to a recession but not curb inflation.  Contrast this to 2023 when the Fed indicated the tightening cycle was coming to an end, inflation was receding, growth remained [...]

    Contributions from: Howard Coleman, JD
  • October 20, 2023

    A Reversal of Fortune?

    At the end of the second quarter, the S&P 500 was up 16.89% for the year, and bonds posted positive returns as well with the yield on the 10-year Treasury falling to 3.84%. With inflation moderating and growth steady, many market participants were predicting a “soft landing” scenario– inflation curtailed without a recession. From Soft [...]

    Contributions from: Howard Coleman, JD
  • July 21, 2023

    A New-Found Optimism (But Will It Last)

    A year ago, stagflation was considered a plausible scenario for the US economy for the first time since the early 1980s.  The Consumer Price Index (CPI) rose 9.1% in June 2022, and the Fed was unambiguously stating that it would “do what it takes” to curb inflation regardless of whether its actions put the economy [...]

    Contributions from: Howard Coleman, JD