Jeff Durkin, CFP®
Associate, Client Advisory
Associate, Client Advisory
As an associate of client advisory, Jeff is responsible for supporting client advisory in developing and implementing client portfolios, managing client portfolios and cash flow, as well as general financial analysis.
Prior to Crestone, Jeff was a senior relationship associate at Brown Brothers Harriman & Co., where he monitored cash needs, rebalanced portfolios, and managed all account needs for high-net-worth clients.
Jeff received his Bachelor of Science in economics, with a minor in history, from Trinity College in Hartford, CT.