Associate, Business Operations
As an associate of business operations, Kiefer assists the firm with the daily operation of client accounts including onboarding new clients, facilitating trading, processing subscriptions to private investments, and transferring assets between accounts.
Prior to joining Crestone, Kiefer was a trading associate at First Western Capital Management. At First Western, he served as a liaison between the trading desk and operations. He was responsible for trade execution, middle office duties, compiling research, compliance, and automation. Kiefer has extensive experience in trading equities, fixed income, and options.
Kiefer received his Bachelor of Arts in economics from University of Colorado Boulder. He is a CFA® Level II Candidate.