Executive Director, Shareholder, Client Advisory

Emily Mears

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 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.

 

What personal accomplishment are you most proud of?
Being a good mom, wife and friend - it's a constant juggle that I hope to continue to improve upon.
What do you love to do outside of work?
Spend time with my family and friends outdoors - hiking, biking, skiing, etc.!
What do you love most about being part of Crestone?
Our clients and our team - I get to work with people I truly enjoy spending time with.