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Coldstream Capital Management

Is this your company?

It's great to work here - Senior Wealth Management Associate Coldstream Capital Management Employee Review

4.0
Aug 9, 2024
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.

Explore other reviews about Coldstream Capital Management

5.0
May 20, 2026
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
Aug 25, 2024
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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