Senior Associate, Client Advisory
As a senior associate of client advisory, Cassidy is responsible for supporting client advisory in developing and implementing client portfolios, managing client portfolios and cash flow, as well as general financial analysis.
Prior to joining Crestone, Cassidy was a financial advisor with a small private wealth advisory firm in Denver, where she delivered custom advice and tailored financial solutions.
Cassidy received her Bachelor of Science in finance, with a concentration in wealth management, from the University of Wisconsin – Madison. She has earned her Series 7 and 66 FINRA licenses.