As the Chief Strategy Officer and a member of the Executive Leadership team, Jeff provides strategic guidance for Crestone, managing the firm’s sustainable growth and long term vision. In addition to being responsible for the firm’s overall growth, Jeff oversees Client Advisory and works with both existing and prospective clients, serving as a trusted advisor to entrepreneurs and executives, providing the best solutions to meet clients’ financial and personal objectives.

Jeff’s passion and talent for developing long-lasting relationships and leading the Crestone's exceptional team, extends to the firm's mission of delivering extraordinary wealth management services to select families seeking peace of mind through a Trusted Advisor relationship. Jeff provides ultra-high net worth entrepreneur and executive clients with personalized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy and implementation, concentrated position management, and wealth preservation and transfer planning.

Jeff brings a great deal of relevant wealth management experience from his ten years with JPMorgan Private Bank. Prior to his Executive Director position with JPMorgan in the Denver / Rocky Mountain region, Jeff resided in New York City where he worked directly for the Private Bank’s Chief Investment Officer to develop the firm’s investment strategy and oversee portfolio construction for $600 billion in client assets globally.

Jeff received his Bachelor of Business Administration in Finance and Business Economics from Ohio University in 2006.

Jeff serves on the Crestone Investment Committee and Impact Committee.

Jeff and his wife, Sarah, are proud parents to their two sons, Hunter Donald and Brooks Nelson. Jeff’s community involvement includes serving on: the Executive Board for the Boy Scouts of America’s Denver Area Council, the Professional Advisor’s Council of The Denver Foundation, the Advisory Council for CU Denver’s Center for Entrepreneurship, and the Programs Committee for Lakewood Country Club.

What personal accomplishment are you most proud of?
I am most proud of achieving the rank of Eagle Scout. My father is an Eagle Scout and it was an honor to follow in his footsteps.
What do you love to do outside of work?
I am passionate about anything outdoors, but given the choice, I love playing golf the most.
What do you enjoy most about wealth management?
I enjoy the clients the most. I love that I get to advise some of the world's most successful entrepreneurs, business owners, founders, and executives on the result of their life's work. Partnering with clients is a tremendous responsibility and is truly gratifying.