
Kevin Arnold
Senior Director, Client Advisory
Senior Director, Client Advisory
As a senior director of client advisory, Kevin works with Crestone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Prior to this role, Kevin spent three years as a financial associate at Crestone where he supported the Client Advisory team in a similar capacity.
Kevin received his Master of Science in accounting as well as his Bachelor of Science in business administration, with an emphasis in finance and accounting, from the University of Colorado Boulder.