Coldstream Expands Leadership with Bryan Shipley as New Chief Investment Officer

Coldstream Expands Leadership with New CIO

Coldstream, a prominent player in the financial services sector, has made a significant move by appointing Bryan Shipley as their new Chief Investment Officer (CIO). This strategic appointment is part of the firm’s ongoing effort to enhance its leadership team amid its growth trajectory, which has seen the firm expand its client assets to an impressive $11.1 billion.

A Strategic Leadership Shift

Bryan Shipley, who holds both the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations, joined Coldstream in 2024 following a notable merger with Arnerich Massena—a firm where he served as Co-CEO and CIO. His experience is expected to greatly bolster Coldstream’s investment strategies and client service capabilities, as stated by Kevin Fitzwilson, Coldstream's Managing Shareholder. Shipley's innovative approach to investment strategies and due diligence processes promises to enhance the firm's ability to deliver comprehensive financial solutions tailored to client needs.

Howard Coleman, the previous CIO, who has been instrumental in the firm’s journey for the last decade, will now focus on overseeing the expanding fund management business while retaining his role as chief legal counsel. This transition is designed to allow Coldstream to leverage both Shipley’s and Coleman’s expertise to foster additional growth opportunities in their service offerings.

A Proven Track Record

Shipley’s track record in investment management is both commendable and expansive. Prior to joining Coldstream, he played a crucial role in developing customized investment strategies and overseeing research teams at Arnerich Massena. His strategic mindset and commitment to enhancing due diligence practices have been recognized industry-wide, positioning him as a leader who aligns investment strategies with client values and goals.

“I have respected Coldstream’s leadership and strategic vision from afar,” Shipley remarked. “Collaborating with Kevin, Howard, and the team over the past few months has solidified my appreciation for this firm and its commitment to excellence. I am excited to lead the investment team and contribute to our mission of providing exceptional services to our clients,” he added.

Recent Expansion and Future Prospects

Coldstream’s rapid growth is evidenced by its recent mergers and acquisitions, including the entry of Harrison Berkman Claypool Guard, which enhances the firm’s Tax Consulting practice, bringing in additional assets under administration (AUA). Following last year’s merger with Arnerich Massena and the successful integrations of other regional financial service providers, Coldstream is well-equipped to forge ahead in the competitive financial landscape.

Founded in 1996 in Bellevue, Washington, Coldstream has cultivated a reputation for providing peace of mind and financial security to its clients. Its approach to financial services, which is built on trust and a commitment to client empowerment, remains steadfast as they navigate an evolving market.

With nine locations across four states and employing a dedicated team that is continually earning client trust, Coldstream is poised to seize future opportunities made possible through its leadership expansion.

For more information on Coldstream and their services, kindly visit Coldstream's website.

Conclusion

Coldstream's latest leadership changes reflect a strategic vision focused on growth and client service excellence. With Bryan Shipley taking the helm as CIO, the firm is gearing up for further advancements in investment management that prioritize client satisfaction and innovative financial solutions.