Executive Director, Shareholder, Investment Research
Abby Barlow, CFA®
As Executive Director of Investment Research and Shareholder of Crestone Capital, Abby plays an integral role in the firm's overall investment research strategy.
With more than a decade of investment experience, Abby guides the team’s investment process to source new investment opportunities and to monitor current investments across all asset classes. Specifically, Abby leads the firm's efforts in investment manager search, selection, monitoring, asset allocation, and market analysis. She interacts with clients to educate them on Crestone’s research process and their portfolio of investments. She is also a member of the firm’s Investment Committee.
Prior to joining Crestone, Abby was an actuarial intern at Milliman Consultants and Actuaries in Denver, Colorado. She was responsible for performing analysis of risk, premium levels, break-even probabilities, and general reserving practices for clients.
Abby received her Bachelor of Arts in mathematics and economics, Phi Beta Kappa, from the University of Colorado. She is a CFA® charterholder.
Apart from Crestone, Abby serves on the Investment Committee for The Colorado Health Foundation which brings health in reach for all Coloradans by engaging closely with communities across the state through investing, policy advocacy, learning and capacity building. Abby has also represented the limited partners on the advisory boards for a dozen private investment funds.
What do you love most about being part of Crestone?
I was very fortunate to find such a great company at a young age. Crestone's investment philosophy and process has led to me traveling the world searching for the best investment managers for our clients. This experience over the last decade has exposed me to fascinating places, people, and investment opportunities. Not to mention our flexible mandate has allowed me to focus on complex and intellectually stimulating alternative investment asset classes, including hedge funds, venture capital, private equity, distressed debt, and real assets.
On a professional level, what are your biggest accomplishments?
I think learning the skills it takes to successfully manage and mentor a team of investment professionals is my biggest accomplishment. It's so rewarding to see the team grow and develop their own investment abilities and professional networks.
What do you love to do outside of work?
In my free time, I love to stay active – especially taking advantage of the outdoor recreation opportunities near Boulder. I have been skiing and snowboarding for most of my life, and more recently added mountain biking to the mix.