Eric Kramer, Managing Partner, CEO & CIO, Crestone Capital

For over three decades, Eric has pioneered new approaches for delivering uniquely customized wealth management solutions to individuals and families who desire a more personalized way to pursue their life’s goals.

Since founding Crestone in 1991 (originally as the Eric J. Kramer Company), Eric has led the firm’s advancement of performance-driven investment management, financial and cash-flow planning, and wealth preservation strategies. He also oversees management of Crestone’s real estate investments.

Eric received his Bachelor of Science in finance from the University of Colorado. He is a Chartered Financial Consultant® (ChFC®).

Eric serves as chair of the Crestone Investment Committee.

Apart from Crestone, Eric serves on the board for the University of Colorado Foundation and is chairman of its Investment Policy Committee. He is also a member of YPO-WPO International.

Michael McGowan, Managing Director, Crestone Capital

As managing director of investment research and shareholder of Crestone Capital, Michael plays an integral role in providing a range of investment research services for Crestone clients, including investment manager search, selection, monitoring, asset allocation, and market analysis. Michael has over a decade of investment management experience. He focuses primarily on active and passive liquid equity and fixed income strategies globally.

Prior to joining Crestone, Michael was vice president of alternative investments at BlackRock in New York City. As part of BlackRock’s US wealth advisory investments and portfolio solutions team, he was responsible for developing the alternative investments platform across a variety of roles including product management, investment strategy, and asset allocation guidance. Before his role at BlackRock, Michael was a trader at James Capital Alliance, working directly with senior portfolio managers on equity and fixed income trading strategy, research, asset allocation, and portfolio management.

Michael received his Master of Business Administration, with a concentration of finance, from the University of Dayton. He received his Bachelor of Science in finance from Wright State University, where he graduated summa cum laude. At Wright State University, Michael was the recipient of the prestigious Wall Street Journal Student Achievement Award. He is a CFA® charterholder.

Michael serves on the Crestone Investment Committee and Impact Committee.

Apart from Crestone, Michael is a member of both CFA® Institute and CFA® Society Colorado.

Matt Wiles, Chief Operating Officer, Crestone Capital

As the chief operating officer and a member of the executive leadership team, Matt leads the day-to-day strategic operations and management of the firm.

In addition to being responsible for the firm’s growth, team, and culture, Matt is actively involved in investment and client matters and oversees client advisory, business operations, and business intelligence departments. In this role, he serves as a trusted advisor to entrepreneurs and executives and helps provide the best solutions to meet clients’ financial and personal objectives.

During his tenure at Crestone, Matt has served as manager of client advisory services and senior client advisor before being promoted to co-director of client advisory. Prior to joining Crestone, Matt was an associate of client management and portfolio development at Mount Yale Capital Group in Denver, Colorado. Before his role at Mount Yale, Matt worked as an equity trader and research associate at Unicom Capital, LLC, a Denver-based hedge fund.

Matt received his Bachelor of Science in finance from the University of Colorado Boulder.

Matt serves on the Crestone Investment Committee and Risk Committee.

Eric Kramer, Managing Partner, CEO and CIO, Crestone Capital, Michael McGowan, Managing Director of Investment Research, Crestone Capital and Miles Cooke, Executive Director of Investment Research share our perspective on the current investment environment, as well as insights and takeaways from our recent travels to Asia.  

Eric Kramer, Managing Partner, CEO and CIO, Crestone Capital, Michael McGowan, Managing Director of Investment Research, Crestone Capital and Abby Barlow, Executive Director of Investment Research discuss market views, what has changed, and what investment actions we are taking.

Watch highlights of Crestone’s "Meet the Investors" event, cohosted with Naturally Boulder and featuring some of Colorado's leading entrepreneurs and executives from the consumer and natural foods community. 

Nigel Morris, Co-Founder and Managing Partner, QED Investors and Matt Risley, Partner, QED Investors discuss the state of fintech and the investment opportunity set they see going forward with Eric Kramer, Managing Partner, CEO and CIO, Crestone Capital and Abby Barlow, Executive Director of Investment Research, Crestone Capital.

Eric Kramer, Managing Partner, CEO and CIO, Crestone Capital and Michael McGowan, Managing Director of Investment Research, Crestone Capital discuss market views, what has changed, and what investment actions we are taking.

Eric Kramer, Managing Partner, CEO and CIO, Crestone Capital and Michael McGowan, Managing Director of Investment Research, Crestone Capital discuss market views, what has changed, and what investment actions we are taking.