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Rosenbaum Financial News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Coldstream Wealth Management Enhances Pacific Northwest Team with Addition of Experienced Wealth Manager Kevin Peterson

/PRNewswire/ Coldstream Wealth Management ("Coldstream" or "the firm") – an employee-owned, independently operated wealth management firm – today announced.

United statesNew yorkState of washingtonMercer islandKevin fitzwilsonKevin petersonJoseph kuoTeam lead for the kirklandHaven tower groupHersman serles almondColdstream holdings incSeidman capital groupWealth managementVictoria serlesTeam leadPacific northwest

Coldstream Wealth Management Merges with Seidman Capital Group and Hersman Serles Almond

/PRNewswire/ Coldstream Wealth Management ("Coldstream") today announced mergers with Seidman Capital Group ("SCG"), a wealth management firm, and Hersman.

United statesShane payetteKevin fitzwilsonBrittany gabeleinClifford hersmanDonald cutler michael duganClient wealth management divisionHersman serles almondColdstream holdings incSeidman capital groupHaven tower groupVictoria serles ledWealth managementVictoria serlesPrivate client wealth management divisionRosenbaum financial

Powerlist: Financial Planners

<strong>Ranked by assets under management in Oregon and Southwest Washington</strong>

United statesArnerich massenaAllen trust companyLegacy groupCapstone wealth management groupPioneer trust bankWellman capital managementWest bearingWealth managementRosenbaum financial

Where Investing and Progressive Politics Mix

Modernist Financial CEO Georgia Hussey helps investors structure their wealth according to their progressive values.

United statesRosenbaum financial groupSarah lawrence collegeCertifiedb corpWells fargoModernist financialWells fargo advisorsRosenbaum financial

Coldstream Wealth Brings Adds Chief Revenue Officer from Schwab

Natalie Straub is now dedicating herself to Coldstream’s “ambitious” growth initiatives and scaling its business.

United statesNatalie straubKevin fitzwilsonCharles schwabColdstream wealth managementChief revenuePacific northwestColdstream managing shareholder kevin fitzwilsonNorthern californiaMarin countySan francisco bayParacle advisorsRosenbaum financial

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