Pacific Northwest Firm Streamlines Individual and Institutional Services Under the Umbrella of Coldstream Holdings SEATTLE, April 8, 2025 /PRNewswire/ -- Coldstream today announced that its subsidiary ...

Coldstream, an employee-owned financial services firm based in Seattle, has restructured its leadership team, including appointing Kevin Fitzwilson as CEO, the firm announced. The firm has doubled its ...

SEATTLE, Jan. 21, 2025 /PRNewswire/ -- Coldstream today announced that Bryan Shipley, CFA®, CAIA®, has been named Chief Investment Officer as part of the firm's continued leadership expansion. Howard ...

SEATTLE, Feb. 5, 2026 — Coldstream announced today that it has opened a new office in Bend, Oregon. Coldstream Chief Client Experience Officer and member of the firm’s Board of Directors, Anne Marie ...

Coldstream Wealth Management has announced a merger with LWM Wealth Management, a Kenai, Alaska-based firm with approximately $170 million in assets under management. Owned by Roy A. Wells and Mark ...

Coldstream Wealth Management—an employee-owned, hybrid registered investment advisor based in Seattle with some $6.5 billion in assets—has announced the appointment of Matt Sonnen as chief operating ...

Coldstream Capital Management is gaining strength in the Pacific Northwest as it merges with a multibillion-dollar powerhouse advisory practice in Oregon. On Tuesday, Coldstream announced a merger ...