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. 9, 2025 /PRNewswire/ -- Coldstream Wealth Management ("Coldstream") today announced that Seattle-based financial services firms Harrison Berkman Claypool & Guard ("HBCG") a full-service ...

SEATTLE, April 8, 2025 /PRNewswire/ -- Coldstream today announced that its subsidiary, the Rainier Group, a boutique investment banking and strategic advisory firm, will now be known as Coldstream ...

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 ...

Seattle-based registered investment advisor Coldstream Wealth Management has merged with Arnerich Massena, a Portland, Ore.-based RIA with about $2 billion in assets under management. Once the deal ...

Coldstream Capital Management, a registered investment advisor based in Seattle, has acquired Arnerich Massena, an advisory firm in Portland, Ore., managing around $2 billion in assets.