As the president and a member of the executive leadership team, Matt manages the overall operations of the firm, while ensuring Crestone’s current and future clients are continuing to receive fully integrated investment management and wealth advisory services looking to protect and enhance their wealth and define their legacy. 

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. Prior to joining Crestone, Matt was an associate of client management and portfolio development at Mount Yale Capital Group in Denver, Colorado. Before his role at Mount Yale Capital, 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 Boulder.

Matt serves on the Crestone Investment Committee and Risk Committee.

What do you love most about being part of Crestone?
I love working with our clients, our investment approach and getting the opportunity to work with our incredible team.
What do you love to do outside of work?
I love to spend time with my wife and three boys. I also enjoy running and playing golf.
What is your favorite book or what is the most influential book you have ever read?
Not Fade Away by Laurence Shames and Peter Barton.