To me, financial well-being is challenging to achieve, but so important to peace of mind.
Executive Director, Client Advisory
Kiley provides Crestone clients with customized and integrated wealth management strategies, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.
Prior to joining Crestone, Kiley was an Executive Director with J.P. Morgan Private Bank in Denver where she was responsible for providing customized wealth management solutions to ultra-high net worth families, primarily in the healthcare and life sciences, technology and natural products sectors. Prior to moving to Denver, Kiley was with J.P. Morgan Private Bank in New York City, advising financial professionals and their families on their wealth management needs.
Kiley earned her Masters in Business Administration from the McCombs School of Business, University of Texas at Austin and received her Bachelor of Arts in Public Policy from University of North Carolina at Chapel Hill. She is a FINRA Registered Representative holding Series 7 and 63 licenses.
Kiley holds the Wine and Spirits Education Trust (WSET) Level III and is a Certified Specialist of Wine (CSW). She is actively involved with Frontline Foods Denver, supporting local restaurants that have been impacted by shelter-in-place measures, while feeding healthcare workers on the frontlines of the COVID-19 pandemic. Kiley resides in Denver with her husband, Reed, and enjoys exploring all that life in the Rockies has to offer.