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.

What quality of yours makes you best suited to what you do?
My ability to solve complex problems and to be able to provide solutions.
If you weren’t working at Crestone in wealth management, what would you be doing?
I would love to become a custom home builder. From developing the land to building the house would be so satisfying and rewarding.
What do you love to do outside of work?
I love spending time with my fiancé, family, and friends. I also love keeping an active lifestyle and am religious about going to the gym at least five days a week!