Crestone Capital offers investment management and wealth advisory services, now as part of Pathstone.

Crestone Capital

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Founder and CEO

Eric Kramer

President

Matt Wiles

Executive Director, Shareholder, Investment Research

Abby Barlow

Executive Director - Business Operations

Abby Krolick

Director, Client Advisory

Cassandra Puhalla

Director of Operational Accounting

Chad Nichols

Executive Director of Tax

Charles Olson

Christine Haverly Basler, MSF

Executive Director

Christopher Sheehan

Director

Daniel Barton

Doug Bonnette

Managing Partner, CEO & CIO

Ronda Vitrano

Chief Talent Officer, Head of People and Culture

Abby Barlow, CFA®

Emily Mears

Managing Director, Shareholder, Client Advisory

Alyssa Do, JD, LL.M

Executive Director, Shareholder, Wealth Planning

Lindsay Searer, CFA®

Eliza Leach

United States Family Investment Offices

Western US Investors (Top 10K)

Family Investment Offices

Colorado Investors

Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Learn more at CrestoneCapital.com.

Boulder

Colorado

United States

North America

Crestone Capital LLC

Pathstone to Acquire Crestone Capital LLC

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Crestone Capital