Client Advisor

Tom Gallanis

As a Client Advisor, Tom works with Crestone clients on a variety of wealth management needs, including asset allocation and analysis, portfolio planning and implementation, and overall financial analysis. Tom has his Series 7 and is a candidate for the Chartered Financial Analyst (CFA) Level 3 Exam.

Prior to joining Crestone, Tom worked at Goldman Sachs in Chicago where he was responsible for managing ultra-high net worth clients, foundations, and endowments. He was also responsible for developing each client's long-term strategic asset allocation, as well as evaluating internal and external investment managers for client portfolios. 

Tom also served as a compliance analyst in Switzerland through the Goldman Sachs Global Analyst Mobility program. There he was responsible for developing and implementing business critical policy and procedures for the Swiss Bank amid rapidly changing regulatory requirements.

Tom is a FINRA Registered Representative holding a Series 66 license. He is a Board Member for the Boulder Economic Council, and graduated with distinction from the University of Colorado with a Bachelor of Science in Business Administration. In his spare time, Tom is an avid runner, having recently completed three marathons.

What do you love most about being part of Crestone?
Working with an amazing Crestone team, advising successful entrepreneurs and families on ever-changing financial markets, and accessing some of the world’s best and most interesting investment managers.
What do you love to do outside of work?
Being outside as often as possible, whether running, biking, hiking, or snowboarding. I’m currently training for a marathon and rediscovering Colorado’s best hiking trails!
What is the most influential book you've ever read?
Outliers by Malcolm Gladwell