Senior Portfolio Accountant

Brian Lichtenheld

Brian's responsibilities include downloading portfolio data, auditing portfolio accounts, and reviewing daily exception reports.

Brian also reconciles client accounts and prepares client portfolio and tax reports.

Before joining Crestone in 2008, Brian served as the Commercial Mortgage Loan and Acquisition Analyst Intern with MMA Realty Capital (2007) and the Great-West Life & Annuity Insurance Company (2006).

Brian received his Bachelor of Science, with distinction, in Business Administration (emphasis in finance) and his real estate certificate from the University of Colorado at Boulder.  In addition, Brian holds Advent Axys Back Office Professional and Performance Measurement Certifications.

Brian is an active participant in Boulder’s professional community.  He is a member of the Boulder Young Professionals’ Board of Directors and is the organization’s Social & Philanthropy Committee co-chair.  Brian also mentors two students through the Leeds School of Business Professional Mentor Program at the University of Colorado at Boulder and regularly volunteers with both There With Care and the Roundup River Ranch.

What are you passionate about personally?
Volunteering - I spend a week each summer up at Roundup River Ranch, a camp for children facing life threatening illnesses. It's an amazing opportunity for the campers to safely (and comfortably) get out of the hospital, enjoy the outdoors and connect with other children enduring similar challenges.
What do you love to do outside of work?
Climbing - specifically sport climbing. I love the athletic and mental challenge that goes into sending (completing) a hard route. It's a great avenue for combining at your limit physical exertion, creativity and problem solving, all while spending time in beautiful settings.
What do you love most about being part of Crestone?
The people. At Crestone, not only do you find co-workers with a superb attention to detail, but they are also polite and courteous too. And I'm consistently impressed by their eagerness to help, and selfless attitude, displayed day in, and day out.