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      Coldstream Capital Management

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      Coldstream Capital Management reviews

      Great Company and Culture - Senior Wealth Management Associate Coldstream Capital Management Employee Review

      5.0
      25 Aug 2024
      Senior wealth management associate
      Recommend
      CEO approval
      Business outlook

      Pros

      The people at Coldstream are great to work with. Also, management is always open to hearing of ways to improve the company and looking for opportunities to expand.

      Cons

      There is change that happens with each merger and acquisition, but the company is good about addressing concerns.

      Explore other reviews about Coldstream Capital Management

      5.0
      20 May 2026
      Investment strategy intern
      Recommend
      CEO approval
      Business outlook

      Pros

      Great people and culture. Access to top people within the firm!

      Cons

      None that come to mind.

      4.0
      9 Aug 2024
      Senior wealth management associate
      Recommend
      CEO approval
      Business outlook

      Pros

      The management team cares and they communicate their plan frequently.

      Cons

      A lot of changes as they are growing.

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      Coldstream Capital Management reviewsColdstream Capital Management Senior Wealth Management Associate reviewsColdstream Capital Management review