November 27, 2014 9:33 AM ET

Capital Markets

Company Overview of Coldstream Capital Management, Inc.

Company Overview

Coldstream Capital Management, Inc. is a privately owned investment manager. The firm also provides financial planning services to its clients. It primarily provides its services to individuals, typically high net worth individuals and families. The firm also manages accounts for investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. It manages customized portfolios and mutual funds for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. For equity investments, it invests in the stocks of companies across all market capitalization. The firm’s fixed incom...

One-100th Avenue North East

Suite 102

Bellevue, WA 98004

United States

Founded in 1996

Phone:

425-283-1600

Fax:

425-283-5100

Key Executives for Coldstream Capital Management, Inc.

Chief Operating Officer
Managing Partner and Relationship Manager
Chief Investment Officer and Member of Investment Committee
Chief Compliance Officer
Compensation as of Fiscal Year 2014.

Coldstream Capital Management, Inc. Key Developments

Coldstream Capital Management Announces the Promotion of Howard Coleman to the Position of Chief Investment Officer

Coldstream Capital Management announced the promotion of Howard Coleman to the position of Chief Investment Officer. Coleman has led Coldstream's Investment Strategy Group and been a member of the firm's Investment Committee since his previous firm, Genesee Investments, LLC, was acquired by Coldstream in 2012. Prior to joining Coldstream, Coleman spent 15 years as General Counsel, Managing Director, and Investment Committee member for Genesee Investments, LLC.

Banner Bank Enters into Business Relationship with Coldstream Capital Management

Banner Bank announced that it has entered into a business relationship with Coldstream Capital Management, Inc. The new relationship between Banner Bank and Coldstream enhances the overall suite of services available to Banner Bank customers and is an important element in addressing the advisory needs of the bank's affluent customers. Coldstream provides comprehensive wealth management services to high net worth clients seeking holistic wealth management and sophisticated financial planning support.

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