BOULDER, Colo., Oct. 25, 2016 /PRNewswire/ -- Crestone Capital, an independent multi-family office that provides wealth management services to high-net-worth entrepreneurs and business owners, announced Matt Wiles, Manager of Client Advisory Services and Senior Client Advisor; Jennifer Hardy, Chief Compliance Officer and Operations Manager; Abby Barlow, Director of Investment Research; and Jeffrey J. Burney, Senior Client Advisor, as new partners.
These four new shareholders expand Crestone's ownership structure to a total of nine shareholders which also include Eric Kramer, CEO; Doug Bonnette, CFO/COO; Jack Swift, Chief Client Officer; Jeremy Shevlin, Director of Client Advisory Services; and Randi Grassgreen, Director of Family Wealth Planning.
Abby, Jennifer, Matt and Jeffrey's diverse talent, client-centric focus and dedication to the Crestone team are values that make them successful leaders within the organization and the community. "In addition to being tremendous financial professionals and community leaders, they are dedicated to our mission of serving client families for generations to come and we welcome them to the firm's ownership structure," said Eric Kramer, CEO.
About Crestone Capital LLC
Crestone is a multi-family office that believes that the best approach to delivering wealth management is to understand the journey clients are on. Through our registered affiliates, we provide fully integrated investment management and wealth advisory services to individuals and families looking to protect and enhance substantial wealth, create a positive impact, and define their unique legacy. Crestone currently serves 69 client families and advises on approximately $1.6 billion in client assets under management. Our services include investment strategy and management, estate and philanthropic planning, income tax planning and reporting, financial and cash flow planning, and investment portfolio reporting. For more information, visit crestonecapital.com.
Director of Marketing & Communications
Crestone Capital LLC
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/crestone-capital-announces-four-new-shareholders-300350269.html
SOURCE Crestone Capital LLC