Crestone announced Abby Barlow, Director of Investment Research; Matt Wiles, Co-Director, Client Advisory; and Jeffrey J. Burney, Co-Director, Client Advisory, as new partners.

These new shareholders expand Crestone's ownership structure to a total of nine shareholders which also include Eric Kramer, CEO; Doug Bonnette, CFO/COO; Jack Swift, Chief Client Officer; Jeremy Shevlin, Director of Client Advisory Services; and Randi Grassgreen, Director of Family Wealth Planning.

Abby, Jennifer, Matt and Jeffrey’s diverse talent, client-centric focus and dedication to the Crestone team are values that make them successful leaders within the organization and the community. “In addition to being tremendous financial professionals and community leaders, they are dedicated to our mission of serving client families for generations to come and we welcome them to the firm’s ownership structure,” said Eric Kramer, CEO.