As Crestone continues to experience growth across the firm’s client base, assets under management, and team, Taylor Gitcho, Executive Director of Client Advisory, has undertaken an additional leadership and management role as Leader of Wealth Planning.
Taylor brings an immense amount of relevant wealth management experience and a deep-rooted understanding of Crestone from her 13 years as a trusted advisor with the firm. “She has an astute grasp on client’s needs, wants, and wishes are, and will be able to leverage her talented team’s strengths to continue providing world class service to our clients,” said Jeffrey J. Burney, Managing Director of Client Advisory. “Taylor exemplifies cross-collaboration firmwide and her natural passion for Wealth Planning, Client Advisory and leadership, will provide an outstanding fit for this role,” continued Burney.
In this new role within the Client Advisory team, Taylor will continue to serve as an advisor to high-net-worth entrepreneurs and executives and their families, while leading and building upon the world class level of service that Crestone has historically provided in managing clients’ overall trust, estate, philanthropic, and income tax planning needs.