Colorado-based wealth management firm opens fifth location in Salt Lake City, led by Rachelle Morris, Executive Director, Client Advisory

BOULDER, Colo., Sept. 9, 2021 – Crestone Capital LLC, a top-ranked wealth management firm that provides services to an exclusive network of entrepreneurs, business owners and their families, today announced that it has opened an office in Salt Lake City. This follows last month’s office opening in Los Angeles, and is part of Crestone’s western United States expansion.

Executive Director Rachelle Morris will provide wealth management and client advisory services to high-net-worth individuals and families in Utah and surrounding areas.

“Utah is often referred to as the ‘Beehive State’ because Utahns persevere and are incredibly industrious. Rachelle embodies these exact characteristics, and we are thrilled to have her leadership and deep bench of expertise in the wealth management space as we continue to increase our presence across the western United States,” said Jeff Burney, chief strategy officer of Crestone, an independent, 100% employee-owned firm that manages more than $3.2 billion in assets.

“Crestone’s offering in the Utah market is extremely rare. There are very few, if any, boutique multi-family-office firms that work with high-net-worth entrepreneurs that are so embedded in the fabric of the community,” Morris said. “Joining Crestone is humbling. I have an opportunity to work with talented entrepreneurs and executives and know that the greater the impact I can make for my clients, the greater the impact they will have on the future of this incredible state.”

Morris earned her Bachelor of Science degree in Information Systems from Brigham Young University’s Marriott School of Business. She brings significant wealth management and private banking experience to Crestone, including her most recent role as vice president for J.P. Morgan’s Private Bank in Salt Lake City, following more than a decade as a wealth manager with Goldman Sachs & Co. in Texas.

Morris is dedicated to mentoring young women pursuing careers in business and financial services and regularly speaks publicly on topics ranging from financial literacy to work/life integration. Rachelle serves on the Board of Directors at World Trade Center Utah, various advisory boards at the BYU Marriott School of Business, the Board of Trustees at Hale Centre Theatre, and the industry board of Women Tech Council. In addition, she is an active member of the Park City Community Foundation Women’s Giving Fund and volunteers at Peace House, which offers supportive services to those who have been victimized by domestic violence or sexual assault.

Read full press release.