In wealth management, I enjoy the fact that no day is ever the same. The industry and investment markets are constantly changing and that keeps you on your toes.
COO and Shareholder
During his tenure at Crestone, Matt has served as Manager of Client Advisory Services and Senior Client Advisor before being promoted to Co-Director of Client Advisory. Before joining Crestone in 2007, Matt was an Associate of Client Management and Portfolio Development at Mount Yale Capital Group in Denver, Colorado. Prior to Mount Yale, Matt worked as an equity trader and research associate at Unicom Capital, LLC, a Denver-based hedge fund.
Matt received his Bachelor of Science in finance from the University of Colorado in 2001. He is a CFP® professional and a FINRA Registered Representative holding Series 7 and 66 licenses.