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 ...

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 registered investment advisor based in Seattle, has added Cable Hill Partners, a Portland, Ore.-based firm with $2 billion in client assets. Cable Hill was founded in ...

Coldstream is making a raft of leadership changes as the Seattle-based RIA looks to build on a period of accelerated expansion and sharpen its focus on long-term strategy. The employee-owned firm, ...

Former Captrust executive Rush Benton is joining Coldstream Holdings’ board of directors, replacing Cascadia Capital CEO and Chairman Michael Butler after a 13-year run on the board. Benton’s career ...