Crestone Capital Advisors Employee Directory

Financial ServicesColorado, United States51-200 Employees

Crestone Capital is now Pathstone, a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. Follow Pathstone to learn more and stay updated.

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.

Find Crestone Capital Advisors employees' phone numbers or email addresses

Crestone Capital Advisors Global Highlights

Location
Employees

North America
40

Minus sign iconPlus sign icon
  • United States Of America
    39
  • Canada
    1

Asia
2

Minus sign iconPlus sign icon
  • India
    2

Crestone Capital Advisors's Leadership

  • Stylized image of a person
    D. S.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    C. O.
    Executive Director
    Phone icon
  • Stylized image of a person
    C. S.
    Executive Director
    Phone icon
  • Stylized image of a person
    J. L.
    Director, Business Intelligence
    Phone icon
  • Stylized image of a person
    W. S.
    Assistant Controller
    Phone icon
  • Stylized image of a person
    C. W.
    Senior Associate, Client Advisory
    Phone icon
  • Stylized image of a person
    E. C.
    Principal
    Phone icon
  • Stylized image of a person
    C. L.
    Associate In People & Culture
    Phone icon

Contact profiles from Crestone Capital Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    Chief Compliance Officer
    Phone icon
    United StatesColorado
    Oct 18, 2024
  • Stylized image of a person
    C. O.
    Executive Director
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. S.
    Executive Director
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    J. L.
    Director, Business Intelligence
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    W. S.
    Assistant Controller
    Phone icon
    United StatesColorado
    Jul 03, 2025
  • Stylized image of a person
    C. W.
    Senior Associate, Client Advisory
    Phone icon
    United StatesDistrict of Columbia
    Oct 18, 2024
  • Stylized image of a person
    E. C.
    Principal
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. L.
    Associate In People & Culture
    Phone icon
    United StatesColorado
    Nov 18, 2025
  • Stylized image of a person
    P. A.
    Software Engineer
    Phone icon
    United StatesColorado
    Nov 10, 2025
  • Stylized image of a person
    A. S.
    Administrative Assistant
    Phone icon
    United StatesColorado
    Oct 16, 2024

Frequently Asked Questions

What is Crestone Capital Advisors known for?

Minus sign iconPlus sign icon
Crestone Capital Advisors was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 1048 Pearl Street, Suite 450; you can contact the main corporate office by phone at . Explore Crestone Capital Advisors's company overview page for more information.

What is Crestone Capital Advisors's most common email format?

Minus sign iconPlus sign icon
Crestone Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crestone Capital Advisors email formats with LeadIQ.

How many employees does Crestone Capital Advisors have currently?

Minus sign iconPlus sign icon
Crestone Capital Advisors has approximately 51 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Crestone Capital Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Crestone Capital Advisors's key employees include:

  • Chief Compliance Officer: D. S.
  • Executive Director: C. O.
  • Executive Director: C. S.
  • Director, Business Intelligence: J. L.
  • Assistant Controller: W. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.