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Coldstream Capital Management

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Great Culture for the Right Type of Person - Anonymous employee Coldstream Capital Management Employee Review

4.0
21 Mar 2017
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Client centric, collaborative, and entrepreneurial culture. The pace is fast, expectations are high, and motivated team members have ample opportunities to step up and make an impact.

Cons

Performance expectations are high, when clients say jump team members are expected to deliver, collaborative approach creates dependencies on team members who may not be as strong, rapidly growing business means the environment is always changing and evolving which is not for everyone.

Explore other reviews about Coldstream Capital Management

5.0
20 May 2026
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
25 Aug 2024
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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