Crestone Capital 
United States of America
Multi-family office
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Employees
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55+
Crestone Capital LLC, an independent multi-family office with over 30 years of experience, provides exclusive wealth management services to entrepreneurs, business owners, and their families. Managing over $3 billion in assets, Crestone delivers fully integrated investment management and wealth advisory services with a personalised, boutique approach. The firm focuses on protecting and enhancing clients’ wealth while helping them define their unique legacy. As a fee-only advisor, Crestone serves clients as fiduciaries, prioritising their needs and interests, and is dedicated to enabling clients to pursue a better life lived.
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About Crestone Capital
Based in Boulder, United States and founded in 1991 by Eric Kramer, Crestone prioritises clients' needs as fiduciaries, ensuring wealth protection and enhancement. With offices in Boulder, Denver, Austin, and Los Angeles, Crestone is 100% employee-owned firm.
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Board of directors
Eric Kramer (Managing Partner, CEO & CIO), Abby Barlow, CFA® (Executive Director, Shareholder, Investment Research), Abby Krolick (Executive Director, Shareholder, Business Operations), Alyssa Do, JD, LL.M (Executive Director, Shareholder, Wealth Planning), Bliss Bernal, IACCP® (Executive Director, Shareholder, Chief Compliance Officer), Charlie Olson, CPA, PFS (Executive Director, Shareholder, Wealth Planning), Dave Griesbauer (Executive Director, Business Intelligence), Katie McGuire (Executive Director, Business Operations), Lindsay Searer, CFA® (Executive Director, Shareholder, Investment Research), Michael Mcgowan, CFA® (Managing Director, Shareholder, Investment Research), Miles Cooke, CFA® (Executive Director, Shareholder, Investment Research), Nicole Goethals, CPA (Executive Director, Shareholder, Business Operations), Taylor Gitcho (Managing Director, Shareholder, Client Advisory, Leader Of Wealth Planning), Tom Gallanis, CFA® (Executive Director, Client Advisory)
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Executive Committee
Eric Kramer (Managing Partner, CEO & CIO), Abby Barlow, CFA® (Executive Director, Shareholder, Investment Research), Abby Krolick (Executive Director, Shareholder, Business Operations), Alyssa Do, JD, LL.M (Executive Director, Shareholder, Wealth Planning), Bliss Bernal, IACCP® (Executive Director, Shareholder, Chief Compliance Officer), Charlie Olson, CPA, PFS (Executive Director, Shareholder, Wealth Planning), Dave Griesbauer (Executive Director, Business Intelligence), Katie McGuire (Executive Director, Business Operations), Lindsay Searer, CFA® (Executive Director, Shareholder, Investment Research), Michael Mcgowan, CFA® (Managing Director, Shareholder, Investment Research), Miles Cooke, CFA® (Executive Director, Shareholder, Investment Research), Nicole Goethals, CPA (Executive Director, Shareholder, Business Operations), Taylor Gitcho (Managing Director, Shareholder, Client Advisory, Leader Of Wealth Planning), Tom Gallanis, CFA® (Executive Director, Client Advisory)
What sets Crestone Capital apart
Crestone emphasises cultivated relationships, transparent alignment, innovative thinking, problem-solving, and a strong sense of ownership. As fiduciaries, Crestone prioritise transparency and aims to eliminate conflicts of interest.
- www.crestonecapital.com
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