I love our clients and our team - I get to work with people I truly enjoy spending time with.
As part of Crestone’s Advisory Services team, Emily also conducts market research and works with Crestone clients to ensure their wealth management needs are met.
Prior to joining Crestone in 2011, Emily was a Senior Manager at Clayton Consulting Services in Denver, Colorado, providing distressed asset advisory services to several prominent Wall Street investors, private equity firms, international financial firms, and government organizations. Before this, Emily was a Senior Consultant at Navigant Consulting Inc. in Chicago, Illinois where she coordinated with clients' legal counsel on SEC investigations and Fortune 100 merger and acquisition transactions.
Emily received her Bachelor of Science in finance from Miami University. She is a FINRA Registered Representative holding Series 7 and 66 licenses.