Coldstream has appointed Bryan Shipley, CFA, CAIA, as its new chief investment officer as part of a strategic expansion of its senior leadership team.
Shipley was co-CEO and CIO of Arnerich Massena, the $2 billion firm that merged with Coldstream last summer, taking the combined assets managed to more than $10 billion. It has since surpassed $11 billion.
The new CIO’s time at Arnerich Massena saw him build and oversee the firm’s research team and develop its investment strategies and due diligence processes. He was previously with Wurts & Associates – now Verus – where he held research and due diligence roles.
"Bryan's incredible track record of developing investment strategies aligned with the values and goals of his clients, as well as innovative and enhanced due diligence processes to mitigate risk, will greatly enhance our ability to deliver comprehensive financial solutions for our clients," said Kevin Fitzwilson, Coldstream's Managing Shareholder. "Bringing Bryan into this role positions our firm for additional strategic growth and allows Howard to focus on expanding our fund management programs."
Shipley replaces Howard Coleman, JD, who will continue to be the firm’s chief legal counsel and will also head up its growing funds business as managing director. He had been CIO for more than a decade.
"Even before joining Coldstream, I deeply respected the firm's leadership and strategic approach," added Shipley. "Working with Kevin, Howard, and the executive team over the past six months has only strengthened my belief in this company. I'm thrilled to take on this role as we continue to support the range of services our clients use to achieve their financial goals."
The enhanced senior leadership comes at a time of expansion for the 28-year-old Coldstream, having kicked off 2025 with the addition of Harrison Berkman Claypool & Guard, a full-service accounting firm, and its affiliated RIA HBC Financial Services. This added approximately $500 million in AUA to the firm and boosted its existing Tax & Consulting practice.
A new analysis finds long-running fiscal woes coupled with impacts from the One Big Beautiful Bill Act stand to erode the major pillar for retirement income planning.
Caz Craffy, whom the Department of Justice hit with a 12-year prison term last year for defrauding grieving military families, has been officially exiled from the securities agency.
After years or decades spent building deep relationships with clients, experienced advisors' attention and intention must turn toward their spouses, children, and future generations.
The customer’s UBS financial advisor allegedly mishandled an options strategy called a collar, according to the client’s attorney.
An expansion to a 2017 TCJA provision, a permanent increase to the standard deduction, and additional incentives for non-itemizers add new twists to the donate-or-wait decision.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
