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 ...

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 ...

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-based registered investment advisor Coldstream Wealth Management has joined the ranks of advisory firms bringing tax services in house, teaming up with a pair of local firms to do so.

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 ...