Who Are We?
Crestone Capital, LLC is based in Boulder, Colorado, with offices in Denver and San Francisco. Crestone is a leading multi-family office for ultra-high-net-worth entrepreneurs and executives. Crestone provides fully integrated investment management and wealth advisory services to a select group of nationwide clients. We help our clients protect and enhance their wealth, simplify their financial lives, and achieve their evolving personal and financial goals. Our services include global investment access, strategy, and management; estate and philanthropic planning; income tax planning and reporting; financial and cash flow planning; personal financial statement maintenance; and investment portfolio reporting. Crestone currently advises on approximately $2.5 billion of client assets and serves 139 clients. Crestone has been recognized by Outside Magazine as One of America's Best Places to Work.
What’s the Job?
The Analyst role is an entry level position with a tremendous opportunity to learn all facets of the wealth management industry. This individual will be heavily relied upon for getting work done whether it be for a specific client meeting or request, preparation for one of our sponsored client events, or a particular investment. Depending on the individual’s interests and strengths, there will be opportunities to specialize and focus on specific areas (i.e., investment strategy, philanthropic advisory, taxes, estate planning, portfolio construction, etc.). This role is a precursor to our Financial Associate role. That assessment is based on performance and the critical skills required for a Financial Associate.
What Will You Do? (this is what we know, but expect the unexpected)
What Do You Need?
Crestone delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their unique legacy. With more than 30 years of experience and approximately $3 billion in assets under management, Crestone helps entrepreneurs, business owners, and their families pursue a better life lived. Consistent with client interests, Crestone is a fee-only advisor that serves clients as fiduciaries, putting their needs and interests first. 100% Fiduciary. Always, and in all ways. ™