Tenaya Moody
Senior Associate, Client Advisory
Senior Associate, Client Advisory
As a senior associate of client advisory, Tenaya is responsible for supporting client advisory in developing and implementing client portfolios, managing client portfolios and cash flow, as well as general financial analysis.
Prior to joining Crestone, Tenaya was a senior associate at J.P. Morgan Private Bank, where she advised clients on portfolio and cash management, custom lending, and goals-based planning.
Tenaya received her Bachelor of Science in business administration, with an emphasis in finance and accounting, from the University of Colorado Boulder. She has earned her Series 7 and 63 FINRA licenses.
Apart from Crestone, Tenaya is a member of the Impact Denver Spring 2023 Cohort, a board member for the Denver Zoo Young Professionals Group, and is the young professionals board secretary of the Boys Hope Girls Hope Colorado Chapter.