Managing Director, Shareholder, Client Advisory

Jeffrey J. Burney

As Managing Director of Client Advisory and Shareholder of Crestone Capital, Jeff leads the day-to-day strategic management of Client Advisory, working with both existing and prospective clients. In this role, Jeff serves as a trusted advisor to entrepreneurs and executives, providing the best solutions to meet clients’ financial and personal objectives. Jeff also serves on Crestone’s Executive Team.

Jeff provides 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 in its 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 with 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 and is a FINRA Registered Representative holding Series 7, 63, and 66 licenses. 

Jeff is happily married to his wife Sarah and a proud father to his two sons, Hunter Donald and Brooks Nelson. Jeff’s community involvement includes: volunteering at Lutheran Medical Center with his Bernese Mountain Dog (Leffe) in the Pet Therapy program, serving on the Executive Board for the Boy Scouts of America’s Denver Area Council, and serving on the Professional Advisor’s Council of The Denver Foundation. He is also a member of 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.