I love our clients and our team - I get to work with people I truly enjoy spending time with.
Executive Director, Shareholder, Client Advisory
Emily provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.
Prior to joining Crestone in 2011, Emily was a Senior Manager at Clayton Consulting Services in Denver, Colorado, providing distressed asset advisory services to several prominent Wall Street investors, private equity firms, international financial firms, and central banks. Before this, Emily was a Consultant at Navigant Consulting Inc. in Chicago, Illinois where she coordinated with clients' legal counsel on SEC investigations and Fortune 100 merger and acquisition transactions.
Emily received her Bachelor of Science in finance from Miami University. She is a FINRA Registered Representative holding Series 7 and 66 licenses. Emily serves on the Board of Trustees and the Investment Committee for the Boulder Community Foundation.