ellevue, Washington-based Coldstream Capital Management
, a wealth management services provider, has opened a Portland office. The new office will be managed by local portfolio managers, Paul Vermilya and Kori Allen.
Boston Private Financial Holdings
, a national wealth management firm, owns a 26 percent stake in Coldstream, which was founded in 1996. Coldstream is a multi-client family office providing comprehensive wealth management services to high net worth private clients and their families. The firm offers portfolio management, family advisory, risk management, financial, retirement and education planning and wealth transfer planning.
As of December 2002, Coldstream reports assets under management of some $400 million for 200 private clients and their families in the Pacific Northwest.
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