Josh Harris
Mercer Island, Washington, United States
694 followers
500+ connections
Articles by Josh
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Time Sensitive Opportunities Created by the CARES Act
Time Sensitive Opportunities Created by the CARES Act
By Josh Harris
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Maintaining Perspective in Difficult Markets
Maintaining Perspective in Difficult Markets
By Josh Harris
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Coronavirus & the Recent Market Turbulence
Coronavirus & the Recent Market Turbulence
By Josh Harris
Activity
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As many of you know, I took a package in February and left Amazon after 16 years at AWS. Over the past several months, I’ve had an incredible…
As many of you know, I took a package in February and left Amazon after 16 years at AWS. Over the past several months, I’ve had an incredible…
Liked by Josh Harris
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Happy work anniversary to Tristan Mohn who celebrates 5 years today! Tristan joined Coldstream back in 2019 as a Client Service Associate and is…
Happy work anniversary to Tristan Mohn who celebrates 5 years today! Tristan joined Coldstream back in 2019 as a Client Service Associate and is…
Liked by Josh Harris
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Exclusive — $12bn private equity-backed Merit Financial Advisors is cutting ties with LPL Financial. Merit had been affiliated with LPL since 2010:
Exclusive — $12bn private equity-backed Merit Financial Advisors is cutting ties with LPL Financial. Merit had been affiliated with LPL since 2010:
Liked by Josh Harris
Experience
Education
Licenses & Certifications
Volunteer Experience
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"Bike to Work" Fundraising Coordinator
Paracle Advisors - Personal Financial Management in Seattle Washington
- Present 9 years 4 months
During the month of May every year, Paracle matches each mile biked with a donation to a different local charity. Previous charities included Olive Crest, Treehouse, Mountains to Sound Greenway Trust, and Mercer Island Youth and Family Services.
Honors & Awards
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Puget Sound Business Journal's "Best Places to Work" 2016-2018, 2020
Puget Sound Business Journal
For multiple years, Paracle ranked as one of Washington's Best Places to Work. This annual competition surveys employees across hundreds of companies, which creates a score and ranks the region’s top employers.
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Charles Schwab & Co. Pacesetter IMPACT Award™
Charles Schwab & Co.
The Pacesetter IMPACT Award™ recipient is selected by a group of prominent business leaders and honors one independent investment firm that has achieved accelerated growth by demonstrating tremendous initiative, vision, leadership, and promise in their quest to provide advice to individual investors.
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Puget Sound Business Journal's "40 Under 40"
Puget Sound Business Journal
Puget Sound Business Journal's "40 Under 40" Award goes to business leaders under the age of 40 who are making an outstanding impact in business, philanthropy, and in their communities.
Organizations
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Sno-King Amateur Hockey Association
Volunteer Coach
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Chi Psi Fraternity
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More activity by Josh
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Excited our firm was ranked as a top advisor by Worth magazine!
Excited our firm was ranked as a top advisor by Worth magazine!
Liked by Josh Harris
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Coldstream was named in Portland Business Journal's Oregon & S.W. Washington Largest Money Management Firms! See the full list here:…
Coldstream was named in Portland Business Journal's Oregon & S.W. Washington Largest Money Management Firms! See the full list here:…
Liked by Josh Harris
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The CFP Board announced on Wednesday that Terri Kallsen CFP ® will be its chair in 2026. As leader of the organization, which confers the CFP…
The CFP Board announced on Wednesday that Terri Kallsen CFP ® will be its chair in 2026. As leader of the organization, which confers the CFP…
Liked by Josh Harris
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Happy 10-year work anniversary to Alexandra Lambert! 🎉 With over a decade of experience in the financial services industry, Alex brings a true love…
Happy 10-year work anniversary to Alexandra Lambert! 🎉 With over a decade of experience in the financial services industry, Alex brings a true love…
Liked by Josh Harris
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We at Kupfer., PLLC are thrilled to have represented our client Arnerich Massena, Inc lead by Reegan Rae, CPWA® and Bryan Shipley, CFA, CAIA in this…
We at Kupfer., PLLC are thrilled to have represented our client Arnerich Massena, Inc lead by Reegan Rae, CPWA® and Bryan Shipley, CFA, CAIA in this…
Liked by Josh Harris
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Welcome to the team, Rachel Lotzkar! As a Client Service Associate, Rachel will work with busy individuals and families to provide worry-free…
Welcome to the team, Rachel Lotzkar! As a Client Service Associate, Rachel will work with busy individuals and families to provide worry-free…
Liked by Josh Harris
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Coldstream Wealth Manager Kyle Larson, CFP® was recently featured in this article by 425 Business! He discusses retirement planning with clients…
Coldstream Wealth Manager Kyle Larson, CFP® was recently featured in this article by 425 Business! He discusses retirement planning with clients…
Liked by Josh Harris
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Coldstream Capital Management Inc. announced its merger with $2 billion Arnerich Massena, Inc, raising Coldstream’s AUM to $10 billion. Arnerich’s…
Coldstream Capital Management Inc. announced its merger with $2 billion Arnerich Massena, Inc, raising Coldstream’s AUM to $10 billion. Arnerich’s…
Liked by Josh Harris
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It was an absolute honor to interview Carolyn Armitage, CFP®, CIMA® for Ep 66 of #TheCOORountable. We cover a wide variety of topics: is there really…
It was an absolute honor to interview Carolyn Armitage, CFP®, CIMA® for Ep 66 of #TheCOORountable. We cover a wide variety of topics: is there really…
Liked by Josh Harris
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