"We want to be known in Utah as the firm that unites investors, founders, executives, philanthropists, and political/nonprofit leaders in our community."

Crestone’s recent expansion to the Utah market with an office based in Salt Lake City, led by Executive Director, Rachelle Morris, fueled the firm’s first event in conjunction with Silicon Slopes Utah Summit, one of the largest and most renowned annual tech events in the world.

On October 14, 2021 prominent founders, business leaders, and entrepreneurs gathered at Crestone’s ‘meeting of the minds’ for an afternoon of networking and conversation. “We want to be known in Utah as the firm that unites investors, founders, executives, philanthropists, and political/nonprofit leaders in our community, and our first event brought this focus to life,” said Morris. “We believe our offering in the Utah market is extremely rare. There are very few boutique multi-family-office firms that work with high-net-worth entrepreneurs that are so embedded in the fabric of the community.”

Crestone will continue to host future wealth management industry events, embracing Utah’s entrepreneurial base, in the tech industry and beyond. We look forward to the opportunity to work with talented entrepreneurs and executives and know that the greater the impact we make for clients, the greater the impact they will have on the future of the incredible state of Utah. Click here to learn more about Crestone’s service offering.

 

Photo on left (from left to right): Cassandra Puhalla, Director, Client Advisory; Sarah Larochelle, Director, Client Advisory; Rachelle Morris, Executive Director, Client Advisory; Ashley Bryson, Analyst, Client Advisory.