At Crestone, Mr. McKinnon will be responsible for overseeing client portfolio accounting as well as financial and risk management operations of the firm, including the development and refinement of financial/operational strategies and metrics. He will also provide direction and oversight for accounting, finance, IT, compliance and security operations.
Mr. McKinnon assumes leadership of Crestone's CFO responsibilities from Doug Bonnette, who has spent the past 18 years at Crestone and is transitioning into retirement after a nearly 40-year career. Mr. Bonnette will join the Crestone board of advisors and will remain with Crestone in an Of Counsel role as he also increases his philanthropic work with a variety of Colorado nonprofit organizations.
"I am honored to join the highly respected Crestone team, and I look forward to helping the firm continue its culture of exploration – finding the best investment opportunities around the world and identifying the people, ideas, and opportunities that are shaping what's next in capital markets," McKinnon said.
About Crestone Capital, LLC
Through our registered affiliates, Crestone delivers a suite of fully integrated investment management and wealth advisory services to individuals and families looking to protect and enhance their substantial wealth and define their unique legacy. With more than 25 years of experience and approximately $1.6 billion in assets under management, we help entrepreneurs, business owners and their families pursue a better life lived. Consistent with client interests, we are a fee- only advisor that serves our clients as fiduciaries, putting their needs and interests first. For more information, please visit www.crestonecapital.com.
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SOURCE Crestone Capital, LLC