Brander Lee Richmond

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

Rainier Group Investment Advisory LLC (dba Coldstream Wealth Management) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Bob Gruber in 2004 and in 2017 they merged with Coldstream Holdings Inc. Coldstream Wealth Management offers a full range of wealth management services, including portfolio management, family advisory, risk management, financial, retirement and education planning, and wealth transfer planning. They serve high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.

Founded in 2010, Perkins Coie Trust Co. LLC is a Washington state-chartered trust company located in Seattle, Washington. The firm is a subsidiary of Perkins Coie LLP. They deliver trust, estate settlement and investment advisory services to clients of Perkins Coie LLP. Perkins Coie Trust manages assets in trusts and estates and provides investment advice to clients requiring management of their personal investment portfolios, individual retirement accounts, private foundations or endowments.