Managing Partner, CEO & CIO
For over three decades, Eric has pioneered new approaches for delivering uniquely customized wealth management solutions to individuals and families who desire a more personalized way to pursue their life’s goals.
Since founding Crestone in 1991 (originally as the Eric J. Kramer Company), Eric has led the firm’s advancement of performance-driven investment management, financial and cash-flow planning, and wealth preservation strategies. He chairs the firm’s Investment Committee and also oversees management of Crestone’s real estate investments.
Eric received his Bachelor of Science in Finance from the University of Colorado. He is a Chartered Financial Consultant® (ChFC®).
Apart from Crestone, Eric serves on the board for the University of Colorado Foundation and is Chairman of its Investment Policy Committee. He is also a member of YPO-WPO International.