Executive Director, Client Advisory
Kiley Baker
As an Executive Director of Client Advisory, Kiley serves as a trusted advisor to ultra-high net worth entrepreneurs and executives, delivering optimal solutions to meet clients’ and prospective clients’ unique financial and personal objectives.
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.
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.
What do you love most about being part of Crestone?
To me, financial well-being is challenging to achieve, but so important to peace of mind. I have a passion for following financial markets and translating to my clients the implications of economic and market conditions on their portfolios. My role at Crestone enables me to do this every day.
What do you enjoy most about wealth management?
Becoming a trusted advisor to my clients. The process of building strong, lasting relationships is rewarding – from gaining an understanding of clients’ needs and objectives as it relates to their wealth to implementing ideas and solutions that will help them sustain their families for the long-term.
What do you love to do outside of work?
I love adventuring with my husband, Reed. Since we met in business school, we have visited 15 countries together across every continent (with the exception of Antarctica). There is nothing better than exploring the world together. I am also an avid wine lover, and in addition to collecting wine, continuously pursue education on the topic.