We all work hard as a team and take Crestone's mandate very seriously; yet, we manage not to take ourselves too seriously, and we have a lot of fun getting the job done.
Senior Investment Assistant
Samantha’s primary responsibilities include domestic and international travel planning, meeting coordination, and assisting with writing and editing investment manager reports.
Prior to her current role, Samantha was the executive assistant to Crestone’s former President for 10 years. Before joining Crestone in 2002, Samantha worked as an executive assistant to the higher education finance group at George K. Baum & Co., an investment bank in Denver, Colorado. Before that, Samantha worked for Thomas F. Lennon, Inc., a court-appointed receiver and bankruptcy trustee in San Diego, California.
Samantha received her Bachelor of Arts (professional and creative writing) from Bethel College, St. Paul, Minnesota in 1992, and her MDiv degree, magna cum laude, from Bethel Theological Seminary in 1999. She earned the Registered Paraplanner designation from the College for Financial Planning in 2005.