As an associate of client advisory, Koleton is responsible for supporting client advisory in developing and implementing client portfolios, managing client portfolios and cash flow, as well as general financial analysis.
Prior to joining Crestone, Koleton held various positions over his five years at Fidelity Investments, most recently as a workplace planning consultant II.
Koleton received his Bachelor of Arts in communications, with a minor in business, from the University of Colorado Boulder. He has earned his Series 7, 63, and 66 FINRA licenses.
What do you love most about being part of Crestone?
Being a part of the amazing Crestone team! Crestone is full of amazing people who consistently strive to be their best and push one another to grow both professionally and personally. It’s an honor to work with such innovative and driven people every single day.
What are you passionate about personally?
I am passionate about all thing’s sports and my family. I really enjoy being active and keeping up with all my favorite sports teams (Go Buffs!). I also make spending quality time with family and friends a big priority in my life.
What do you enjoy most about wealth management?
I enjoy cultivating strong relationships and having the opportunity to advise some of the most successful entrepreneurs to give them and their families peace of mind.