CEO, CFP

Eric Kramer

For over three decades, Eric has pioneered new approaches for delivering uniquely customized wealth management solutions to individuals and families who desire a more personalized way to pursue their life’s goals.

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.

 

What are you passionate about personally?
All people. Adventure. Powder. Finance. Family.
What's the biggest challenge of working in wealth management?
The complexity of dealing with markets -- which is really crowd-behavior of humans-- and math, surrounding uncertain probabilities; and helping individuals master their own emotions surrounding money.
What quality of yours makes you best suited to what you do?
My enthusiasm for the business.
What is your favorite book or what’s the most influential book you’ve read?
Endurance: Shackleton’s Incredible Voyage - Shackleton led his team of 27 men through an incredibly long and arduous experience without losing a single person.