Tom Gallanis, CFA®
Executive Director, Client Advisory
As an Executive Director of Client Advisory, 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 managed ultra high-net-worth clients and foundations and was 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 where he was responsible for developing and implementing business critical policy and procedures for the Swiss Bank amid rapidly changing regulatory requirements.
Tom received his Bachelor of Science in Business Administration from the University of Colorado Boulder, where he graduated with distinction. Tom is a CFA® charterholder.
Tom serves on the Crestone Risk Committee.
Apart from Crestone, Tom is an Investor for the Boulder Economic Council, a Member of CFA® Society Colorado, and a volunteer with Back on My Feet. In his spare time, Tom is an avid runner, having recently completed his fourth marathon.