Coldstream Names Bryan Shipley as Chief Investment Officer
People | Jan 21, 2025 | EIN
Coldstream has announced the appointment of Bryan Shipley as the new Chief Investment Officer as part of a broader expansion of the firm's senior leadership team. Howard Coleman steps into a new role, continuing as Chief Legal Counsel while managing Coldstream's fund management offerings. Shipley, who joined Coldstream in 2024 following a merger with Arnerich Massena, has a proven track record in developing investment strategies and enhancing due diligence processes. Coldstream, which now holds $11.1 billion in total client assets, has been expanding its services through mergers and acquisitions, including recent integrations with firms specialized in tax preparation, consulting, and wealth management. As an employee-owned company founded in 1996, Coldstream continues to focus on delivering comprehensive financial solutions to meet clients' needs.
Sectors
- Financial Services
- Investment Management
Geography
- United States – Coldstream is based in Seattle, Washington, and is expanding its presence across multiple states, solidifying its geographic relevance in the U.S.
- Pacific Northwest – Coldstream's mergers with firms in the Pacific Northwest accentuate its focus in this geographic area.
Industry
- Financial Services – The article discusses the strategic leadership changes and mergers within Coldstream, a major player in the financial services industry, which manages a significant amount of client assets.
- Investment Management – The focus on appointing a new Chief Investment Officer and the expansion of fund management operations places the article squarely within the investment management sector.
Financials
- $11.1 billion – The total client assets managed by Coldstream.
- $2 billion – Value associated with the merger involving Arnerich Massena.
- $500 million – Assets under administration brought by Harrison Berkman Claypool & Guard.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Coldstream Holdings | Target company | Company | Coldstream Holdings is a financial services firm offering a range of investment management and wealth advisory solutions. |
| Bryan Shipley | Chief Investment Officer | Person | Bryan Shipley has been appointed as the Chief Investment Officer at Coldstream, following his term at Arnerich Massena. |
| Howard Coleman | Managing Director and Chief Legal Counsel | Person | Former CIO, now overseeing Coldstream's fund management and serving as Chief Legal Counsel. |
| Arnerich Massena | Merged company | Company | Portland-based firm that merged with Coldstream, bringing Bryan Shipley to the team. |
| Harrison Berkman Claypool & Guard | Acquired company | Company | A full-service accounting firm that joined Coldstream, enhancing its Tax & Consulting capabilities. |
| Hersman, Serles, Almond LLC | Merged company | Company | A tax preparation and consulting firm that merged with Coldstream. |
| Seidman Capital Group | Merged company | Company | A wealth management firm that merged with Coldstream. |