Recently honored as one of Outside magazine's Top 50 Best Places to Work, the 100% employee-owned firm adds to its ownership structure.
Crestone Capital, LLC, an independent multi-family office that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families, today announced seven new shareholders have joined the firm's ownership group.
Bliss Bernal, Executive Director, Chief Compliance Officer; Miles Cooke, CFA®, Executive Director, Investment Research; Nicole Goethals, CPA, Executive Director, Business Operations; Abby Krolick, Executive Director, Business Operations; Lise Major, Executive Director, Chief of Staff; Michael McGowan, CFA®, Managing Director, Investment Research; and Ronda Vitrano, Managing Director, Head of People and Culture joined seven other shareholders as the firm continues to formally engage and promote its next generation of leaders.
