BOULDER, Colo., April 19, 2011 /PRNewswire/ -- Crestone Capital Advisors LLC, an independent wealth management firm with a singular focus on serving ultra-high-net-worth individuals and families, announced that Randi Grassgreen has joined the firm's ownership group, becoming a Member of Crestone Capital Advisors LLC, effective January 1, 2011.
Ms. Grassgreen joined Crestone Capital Advisors in late 2008 as the firm's Director of Family Wealth Planning. During her tenure at Crestone, she has significantly enhanced the firm's service offering to clients in the areas of income tax and estate planning, philanthropy management, and asset protection.
"We are pleased to have someone of Randi's caliber and expertise as a part of the Crestone team," said Eric Kramer, Founder and Principal of Crestone Capital Advisors. "Not only is she a tremendous asset to our clients and their estate and wealth planning needs, but she is also a valued member of the Crestone team. We are looking forward to her continued contributions to our clients and our firm as an owner."
Prior to joining Crestone, Randi was a shareholder at Gelt & Grassgreen P.C. in Denver, CO. In addition, Grassgreen was an associate attorney at Gorsuch Kirgis, LLP in Denver, CO, where she assisted clients in estate and income tax and business succession planning. Before her tenure at Gorsuch Kirgis, Randi held a number of senior tax roles at Ernst & Young, LLP.
Randi is a member of the American, Colorado, Denver County and Boulder County Bar Associations. She is also a member of the Denver and Boulder Estate Planning Councils. Randi has also been serving as an Adjunct Professor at the University of Colorado School of Law in Boulder, Colorado since 2008, teaching a course in Wills & Trusts. In addition, Randi sits on the legal committee of the Community Foundation of Boulder County, as well as on the board of directors for Boulder Valley Women's Health Center. She is also a partner of the nonprofit organization Social Venture Partners of Boulder County.
Randi received her Juris Doctorate degree from the University of Colorado School of Law in 1998; she received both her Masters of Taxation and her Bachelor of Science in Business Administration from the University of North Carolina, Chapel Hill, in 1992.
About Crestone Capital Advisors LLC
Crestone Capital Advisors LLC, through its registered affiliates, 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.
Crestone Asset Management LLC, the firm's Registered Investment Advisor subsidiary, has been recognized by Wealth Manager magazine as one of the top investment advisory firms in the country, Crestone currently advises more than $835 million of client assets and serves 39 client families.
Crestone Capital Advisors LLC
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