Crestone clients pursue greatness on a daily basis. To serve them, we bring this same mindset to our work.
Since founding Crestone in 1991 (originally as the Eric J. Kramer Company), Eric has led the firm’s advancement of performance-driven investment management, financial and cash-flow planning, and wealth preservation strategies. He chairs the firm’s Investment Committee and also oversees management of Crestone’s real estate investments.
Eric received his Bachelor of Science in finance from the University of Colorado. He is a Certified Financial Planner® (CFP®), a Chartered Financial Consultant® (ChFC®) and FINRA Registered Representative.
Apart from Crestone, Eric is actively involved in building long-term, life-changing relationships with at-risk urban youth through his work on the board of Colorado UpLift. He serves on the board for JustRight Surgical, the University of Colorado Foundation and is Chairman of its Investment Policy Committee. He is also a member of YPO-WPO International.