Coldstream has announced it has combined with Cable Hill Partners, a Portland, Ore.-based investment advisory firm managing approximately $2 billion in client assets.
Founding partners David Christian and Brian Hefele own and operate Cable Hill, which offers investment advisory services to high-net-worth individuals, trusts, estates, charitable organizations and businesses. The firm also provides comprehensive retirement plan support. Christian also serves as chief growth officer.
This merger closed on June 1. The terms were not disclosed.
