Executive Director, Wealth Planning
As Executive Director of Wealth Planning, Alyssa works with the firm’s clients on complex wealth planning issues that arise for high-net-worth individuals and their families, primarily trust, estate, philanthropic, and income tax planning.
Before joining Crestone, Alyssa was a Managing Director at Boston Private, a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits. At Boston Private, she partnered with the firm’s business development and client advisor teams to educate and deliver holistic wealth planning solutions to help enhance client experiences.
Alyssa earned her Juris Doctorate from Glendale University College of Law. She received a Master of Laws (LL.M) in Taxation from the University of Alabama, and a Master of Business Administration in Finance from the University of Southern California. She earned her Bachelor of Arts degree in Economics and Sociology from the University of California, Irvine.
Alyssa serves on the Crestone Impact Committee.
As an active member of her local philanthropic community, Alyssa is a volunteer with IDEAL Wealth Academy, Girls Academic Leadership Academy and the PTA at her daughter’s school. She enjoys hiking, yoga and Pilates as well as gardening with her family.