Director, Client Advisory
As a Director of Client Advisory, Scott works with Crestone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Prior to joining Crestone, Scott worked as a Private Wealth Advisor at U.S. Bank Private Wealth Management. In this role, he was responsible for providing comprehensive wealth management products and services to ultra-high net worth clients. Before his role as a Private Wealth Advisor, Scott worked as a Commercial Banker and prior to that was in Mergers and Acquisitions.
Scott received his Bachelor of Science in Finance from the University of Colorado Boulder.
Apart from Crestone, Scott serves on the Development Committee for St. Joseph Hospital Foundation and is a Professional Mentor for Leeds School of Business at the University of Colorado Boulder.