Crestone Capital Advisors LLC Adds Depth to Advisory Board

BOULDER, Colo., Aug. 3 /PRNewswire/ -- Crestone Capital Advisors LLC, a leading provider of wealth advisory services to high net-worth individuals and their families, is pleased to announce the appointment of Michael Potts, President and CEO of the Rocky Mountain Institute (RMI), to its Advisory Board.

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"The addition of Michael Potts to our Advisory Board is a tremendous benefit for Crestone," said Eric Kramer, Principal of Crestone Capital Advisors LLC. "Michael will provide valuable perspective and counsel to the Crestone executive team based on his more than 25 years of experience as a growth-oriented, high-technology executive.  We are honored to have such a tenured and community-oriented individual as part of our Board."

The Rocky Mountain Institute (www.rmi.org) is a "think-and-do-tank" based in Boulder, CO., whose mission is to drive the efficient and restorative use of resources.  At RMI, over 90 architects, scientists, engineers, communicators and administrators work to drive breakthrough innovations in energy efficiency and the transition to renewable energy sources.

As President and CEO, Potts leads all operations at Rocky Mountain Institute. He was an active trustee before he joined the Institute as CEO in early 2007.  His most recent commercial position was as CEO of American Fundware, maker of the award-winning FundWare financial software suite, which nearly tripled in revenues during his tenure. Prior to this, Potts held various executive positions in the high-tech software industry including international appointments.

In addition to his role at RMI, Mr. Potts currently serves on various commercial and non-profit boards including Van Gilder Insurance Company, Community Banks of Colorado, and the Kripalu Yoga Fellowship.

About Crestone Capital Advisors LLC

Crestone Capital Advisors LLC provides fully integrated investment management and wealth advisory services to a select group of high net-worth clients. Crestone helps clients protect and enhance their wealth, simplify their financial lives and achieve their evolving personal and financial goals. Crestone's services include investment strategy and management, estate and philanthropic planning, income tax planning and reporting, financial and cash flow planning, and investment portfolio reporting.

Recognized by Wealth Manager magazine as one of the top investment advisory firms in the country, Crestone currently advises more than $985 million of client assets and serves 40 client families.  

SOURCE Crestone Capital Advisors LLC