Crestone Capital LLC, a multi-family office wealth management firm providing services to an exclusive network of entrepreneurs, business owners and their families, today announced Patience Peterson, Executive Director of Marketing and Tom Gallanis, CFA®, Executive Director of Client Advisory, as new shareholders. Gallanis and Peterson join 14 other shareholders in the 100% employee-owned firm with more than 50 employees and offices in Colorado, Texas and California.
"We are proud to have such a strong ownership team dedicated to a culture of transparency and accountability with one another and the families we serve. Patience and Tom exemplify not only a dedication to our mission but also to our entrepreneurial culture," said Matt Wiles, President of Crestone.
Read the full article here.