Analyst, Client Advisory
As an Analyst of Client Advisory, Maria 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, Maria interned for StepStone Group in La Jolla, CA in their Portfolio and Reporting Department. In this role, she reviewed reports from general partners, processed and tracked distributions and capital calls, and collaborated on projects analyzing private placement memorandums, real estate and private equity funds.
Maria graduated from the University of San Diego with a BBA in Finance and International Business and a minor in Spanish.