Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.
Joined April 2012
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Happy #5year #WorkAnniversary to Rob Young!
As a Wealth Manager at Coldstream, Rob draws on his years of experience in portfolio management and #FinancialPlanning to help clients chart a clear path for the future.
We thank Rob for his dedication to enhancing people's lives!
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Jun 12
We're #Hiring a Portfolio Manager in Portland!💼
Are you passionate about #investing, building meaningful client relationships, and collaboration? Coldstream is seeking an experienced #PortfolioManager to join its NE Portland team.
Apply here: ow.ly/o6N550ZbbmA
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Jun 11
Wrapping up our #30thAnniversary celebration, all our teams joined for our #retreat!🎉
From insightful speakers to #TeamBuilding activities and an unforgettable milestone anniversary party, it was a great reminder of what makes Coldstream special: our people🥂
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Jun 10
5 #FinancialBooks every young adult should read📚
#FinancialLiteracy isn’t something most people naturally pick up along the way; it’s a skill that’s built over time. Coldstream advisors share books to help young adults build a strong financial foundation: ow.ly/s5Py50Z94Pf
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Jun 9
Congratulations Jesse Sigrist, on earning his Certified Financial Planner™ (#CFP®) designation!
The CFP® a rigorous commitment to ensure candidates are highly qualified to develop clients' #FinancialPlans.
Thanks Jesse for being an essential member of our Coldstream team!
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Jun 8
Congratulations to Carolyn Grabiel on earning her Financial Paraplanner Qualified Professional™, FPQP® designation!
Thank you for being an essential member of our Coldstream team!
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Jun 5
🚴♀️ That's a wrap on Bike to Work Month!
Team Coldstream has been walking, biking, running, lifting, and paddling all of May, and we've had some awesome adventures! 🎉
Here's to staying active and connected, one mile at a time!
#BikeToWorkMonth #WellnessAtWork #GetMoving
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Jun 4
Celebrating #30Years of Coldstream 🎉 The best way to tell our story? Through the people who have lived it.
Their words reflect what makes this place special: a commitment to each other, our clients, and enhancing people’s lives.
📖 ow.ly/TY0H50Z7OuT
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Jun 3
In Ep 87 of #TheCOORoundtable, Grace Balestrieri of @Brighton_Jones_ and Vince Nauheimer of @OnePointBFG join us to talk about leading change, scaling successfully, and AI integration.
🎙️Listen to the full interview here: ow.ly/r10a50Z7ogO
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Jun 3
Happy #5year #WorkAnniversary to Mitch Jackson!🎉
As a Senior Accountant, Mitch assists our tax preparer and auditors with all necessary filings, and supervises our accounts payable and expense reporting.
We thank Mitch for his contributions to Coldstream!
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Jun 2
#Welcome to the team, Kaileigh Loughery!
As an Office Administrator & Client Service Associate in our Seattle office, Kaileigh manages all front desk operations and processes new client paperwork.
We're happy to have you, Kaileigh!
#NewTeamMember #FinancialServices
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May 29
Our story is a collection of stories. Over the past #30years, we’ve welcomed incredible firms who chose to join us, each bringing their own #legacy, expertise, and relationships.
We’re proud of what we’ve created together and excited for what’s ahead🥂
📘 ow.ly/K1zK50Z5oKA
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May 28
Environmental, Social, and Governance (ESG) #investing has evolved significantly; from a niche concept to a more mature framework for evaluating long-term opportunities and risks.
Read more about what #ESG could mean for long-term #portfolio construction:
ow.ly/JZxm50Z5hLi
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May 26
Choosing a financial advisor is one of the most important long-term decisions you’ll make. The challenge? Knowing how to find the right one.
We’ve outlined five essential questions to ask when evaluating an advisor here:
📘ow.ly/2iOa50Z2WIO
@PDXBIZJournal
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May 25
Our offices are closed today in honor of Memorial Day.
We will resume regular business hours on Tuesday, May 26th. Enjoy your holiday weekend!
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May 22
Coldstream is an #EmployeeOwned RIA and now has 172 #shareholders!
We believe that by having broad employee ownership, we can motivate, attract, and retain the industry's best #talent - in turn furthering our mission of enhancing people's lives.
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May 21
Even the most thoughtful #investors aren’t immune to emotional decision-making💭
Understanding these tendencies is the first step toward making more disciplined, intentional financial decisions.
Here are some common irrational #FinancialDecisions: ow.ly/N6MA50Z2MCB
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May 20
Celebrating #30years of Coldstream 🎉30 years of hard work and plenty of fun along the way!
From celebrations to everyday moments, our culture has always been rooted in enjoying the journey together. Here’s to the memories we’ve made and many more ahead🥂
ow.ly/lWIl50YSY7H
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May 19
Happy #5year #WorkAnniversary to Gunnar Ildhuso!
As a Wealth Manager, Gunnar focuses on fostering relationships with clients to ensure their needs are met as their financial situations change over time.
We thank Gunnar for his dedication to enhancing people's lives!
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May 18
Happy #10year #WorkAnniversary to Jeff Gates!
With a decade of #investment advisory experience, Jeff is devoted to helping families find financial peace of mind and to guide clients toward better financial decisions.
We thank Jeff for his dedication to enhancing people's lives!
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