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.

WHAT DO YOU LOVE MOST ABOUT BEING PART OF CRESTONE?
I love the work/life balance culture. They really value the well-being of their employees, especially from a mental health standpoint, which I think is very unique. Also, the people! Everyone is always willing to help.
WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?
Outside of work I love to practice yoga, hike, ski, and play chess!
WHAT IS THE MOST INFLUENTIAL BOOK YOU’VE READ?
The most influential book I’ve read is Untamed by Glennon Doyle.