Analyst, Client Advisory
As an Analyst of Client Advisory, Koleton is responsible for supporting Client Advisory in managing client portfolios, conducting research on investment and macroeconomic trends, 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 was born in California, raised in the Silicon Valley.
Koleton received a Bachelors degree from The University of Colorado Boulder. He is a FINRA Registered Representative holding the Series 7, 63 and 66 licenses.
What do you love most about being part of Crestone?
Being apart 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.