BELLEVUE, Wash., Feb. 5, 2015 /PRNewswire/ -- Coldstream Capital Management, Bellevue, WA announces hiring of four financial professionals to support continued growth. They deepen Coldstream's expertise in wealth planning, portfolio management, and client services.
Renee Hawkes, CPA, joined Coldstream as a wealth planner. With 19 years of experience in tax, financial, and estate planning, Renee assists clients with critical financial tasks like planning for the generational transfer of wealth, managing inherited wealth, or planning to make a one-time settlement last a lifetime. She began her career as a CPA in a regional accounting firm helping high net-worth individuals plan for liquidity events and execute estate plans. Renee is a Certified Public Accountant and earned her B.B.A. from Gonzaga University.
David Powers, CFA, newly relocated from Boston, joined Coldstream as a portfolio manager. With 18 years of investment strategy and research experience, David brings a pragmatic approach to investment decision-making. His expertise serves Coldstream clients well and has earned David a spot on the Investment Strategy Group (ISG) at Coldstream. David is a Chartered Financial Analyst® charterholder. He earned his B.S. in Finance from Bryant University.
Also newly relocated, Nina Rose, CFP, came from Phoenix to join Coldstream as a portfolio manager. Nina's deep expertise in fixed income markets helps shape Coldstream's fixed income investment processes. With a decade in the investment industry and her CERTIFIED FINANCIAL PLANNER™ certification, she brings a holistic approach to managing clients' portfolios. Nina has a B.A. in Kinesiology from the University of Northern Colorado. She is also a member of the Investment Strategy Group (ISG) at Coldstream.
Tiffany Weymouth, CFP, joined as a Private Client Services Associate. With 13 years in the financial services industry, Tiffany brings dedication and commitment to her work on her clients' behalf. Tiffany is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned her B.A. in Art History from the University of Washington.
About Coldstream
Established in 1996 in Bellevue, WA, Coldstream serves the unique needs of affluent families, companies, and foundations throughout the United States. With approximately $1.5 billion of assets under management, Coldstream also specializes in 401K plan design, risk management, and financial advisory services.
For more information:
Phil Platt
Coldstream
425.283.1600
[email protected]
Coldstream • One 100th Ave NE, Suite 102 • Bellevue, WA 98004 • 425.283.1600 • coldstream.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. CFA, Chartered Financial Analyst, and CFA Institute are trademarks owned by CFA Institute.
SOURCE Coldstream Capital Management
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