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.

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 and implementing options strategies for risk management, yield enhancement, and strategic market entry.

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

He graduated with distinction from the University of Colorado with a Bachelor of Science in Business Administration. Tom is also an avid runner, having 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