This October, Crestone relocated a second investment professional to the Bay Area. Home to several of Crestone's investment managers and clients, California is an increasingly important area in which to operate and maintain a presence. The move allows the firm to more effectively interact with its growing network of entrepreneurs and managers within the private equity, venture capital, and hedge fund sectors.
As part of the firm’s expansion, Miles Cooke and Lindsay Searer, two senior members of Crestone’s Investment Research team, relocated to Palo Alto and San Francisco, respectively. These moves reflect our vision of future growth for the company as the Bay Area provides a ripe environment for top tier investment talent and industry entrepreneurs. The expansion allows Crestone to continue to build strong positioning in the wealth management industry and uncover investment talent and potential clients by embracing the Bay Area’s entrepreneurial base, particularly in the tech industry.