Executive Director, Shareholder, Client Advisory
As an executive director of client advisory and shareholder of Crestone Capital, Emily serves as a trusted advisor to entrepreneurs and executives and helps provide the best solutions to meet clients’ unique financial and personal objectives.
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, Emily was a senior manager at Clayton Consulting Services in Denver, Colorado. In this role, she provided 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.
Emily serves on the Crestone Diversity and Inclusion Committee.
Apart from Crestone, Emily serves on the board of trustees and is co-chair of the Investment Committee for the Boulder Community Foundation. She is also an advisory board member of O44 Method.