Partner, Co-Director of Client Advisory Services

Matt Wiles, CFP®

Matt works with clients to develop overall financial strategies, focusing on Investment Policy Statement development, asset allocation implementation, concentrated position management, liquidity planning, and wealth preservation strategies. Matt also assists with the management of Crestone’s Client Advisory Services team.

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.

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.