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      Coldstream Capital Management

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      Coldstream Capital Management reviews

      Exciting times! - Anonymous employee Coldstream Capital Management Employee Review

      4.0
      1 Apr 2017
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Great company for self starters, motivated and experienced professionals. Management is the most understanding group I've ever worked with. Truly cares for employees and makes a point to recognize employees' work. Very transparent culture.

      Cons

      Strong focus on service teams than overhead teams.

      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.

      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.

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