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Eric Kramer
Managing Partner, Ceo & Cio at Crestone Capital,
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Work Experience
Managing Partner, Ceo & Cio
Present
Company Details
51-200 Employees
Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized four times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.
Year Founded
1991
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
1048 Pearl Street Suite 450 Boulder, Colorado 80302, US
Keywords
Wealth ManagementInvestment Strategy and ManagementFinancial and Cash Flow PlanningEstatePhilanthropic and Tax PlanningInvestment Portfolio Reporting
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