Associate, Business Operations
As an Associate of Business Operations, Kiefer assists the firm with daily operations including client accounts and new client onboarding, asset movements, facilitating trades, and processing subscriptions to private investments.
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 at Boulder. He is a CFA Level II Candidate.