Senior Investment Specialist

Etan Weiss

As a Senior Investment Specialist, Etan assists with a range of advisory, business development, and investment services for Crestone clients.

Etan leverages his investment research background to play an integral role in liaising key areas of focus including business development relationship management, sales and marketing, communications and market/industry research. Etan joined Crestone in 2015 as an Investment Analyst before moving into his current role on the Advisory Services team.

Prior to joining Crestone, Etan completed four internships with Blue Ridge Capital, in New York, New York.  While there, he worked in various capacities which included supporting the Trading and Operations and Business Process Management departments. 

Etan earned his Bachelor of Arts in sociology from Hamilton College, where he also served as an Executive Board Member for the Hamilton College Investment Club. In 2013, Etan was named a Levitt Scholar (one of 11 students selected by Hamilton College faculty members for their outstanding research and communication skills).

Etan is a member of the Boulder Global Shapers Community and volunteers for Attention Homes on a weekly basis. He was also honored as Attention Homes’ 2016 Volunteer of the Year.

What are you passionate about personally?
I am passionate about family, friends, food, and making the world a better place.
What quality of yours makes you best suited to what you do?
My unquenchable intellectual curiosity :) I love constantly learning new things and drinking from the "information firehose."
What do you enjoy most about wealth management?
I love the steep learning curve and the constant learning.