Cassandra Puhalla, CFA®
Director, Client Advisory
As a director of client advisory, Cassandra works with Crestone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Prior to joining Crestone, Cassandra spent a decade at J.P. Morgan Asset Management in New York City, most recently working as an executive director and portfolio manager on the multi-asset solutions team. In this role, she was responsible for asset allocation, manager selection, and tactical decision making for over $100 billion dollars in retirement assets.
Cassandra received her Bachelor of Arts in commerce, organizations, and entrepreneurship from Brown University. She is a CFA® charterholder.
Cassandra serves on the Crestone Impact Committee.
Apart from Crestone, Cassandra serves on the board of directors for the Boulder Museum of Contemporary Art (“BMoCA”), as well as Cents Ability, Inc., a nonprofit dedicated to educating and empowering high school students to achieve their goals through prudent and informed management of their financial resources. Cassandra is a member of both CFA® Institute and CFA® Society Colorado.