Bryan Shipley has been named CIO as part of Coldstream’s continued leadership expansion.
Howard Coleman, JD, who served as the firm’s CIO for 10 years, will oversee Coldstream’s growing fund management business and continue serving as the firm’s chief legal counsel. Coldstream now represents $11.1 billion in total client assets.
Shipley joined Coldstream in 2024 as part of the approximately $2 billion merger with Arnerich Massena, where he served as co-CEO and CIO. During his time with the Portland, Ore.-based firm, he built and oversaw its research team and developed customized investment strategies and proprietary due diligence processes. He also held research and due diligence roles with Wurts & Associates (now Verus).