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      Coldstream Capital Management

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      Coldstream Capital Management reviews

      Great Place to Work - Compliance Officer Coldstream Capital Management Employee Review

      5.0
      Feb 8, 2023
      Compliance officer
      Recommend
      CEO approval
      Business outlook

      Pros

      Colleagial Environment, Friendly and frequent work events

      Cons

      None that I can think of

      Explore other reviews about Coldstream Capital Management

      5.0
      May 20, 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
      Aug 25, 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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      Coldstream Capital Management reviewsColdstream Capital Management Compliance Officer reviewsColdstream Capital Management review