Crestone Capital, LLC logo

Crestone Capital, LLC Employee Directory

Financial ServicesColorado, United States11-50 Employees

Crestone Capital, LLC operates in the financial services sector as an independent multi-family office. It provides integrated wealth management and advisory services tailored for a network of entrepreneurs, business owners, and their families, aiming to protect and enhance wealth while defining lasting legacies. The firm emphasizes fiduciary responsibility and a boutique, client-centric approach, delivering personalized guidance alongside institutional insight. Based in Boulder, Colorado, with additional offices, Crestone Capital has established a long track record spanning more than three decades in managing substantial assets for its clients.

Find Crestone Capital, LLC employees' phone numbers or email addresses

Crestone Capital, LLC Global Highlights

Location
Employees

North America
42

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  • United States Of America
    41
  • Canada
    1

Asia
2

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  • India
    2

Crestone Capital, LLC's Leadership

  • Stylized image of a person
    M. W.
    Director
  • Stylized image of a person
    C. O.
    Executive Director
  • Stylized image of a person
    C. S.
    Executive Director
  • Stylized image of a person
    J. L.
    Director, Business Intelligence
  • Stylized image of a person
    E. C.
    Principal
  • Stylized image of a person
    E. L.
    Associate, Wealth Planning
  • Stylized image of a person
    M. K.
    Marketing And Business Development Intern
  • Stylized image of a person
    L. M.

Crestone Capital, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Business
  • Engineering
  • Finance
  • Other
  • Accounting

Contact profiles from Crestone Capital, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. W.
    Director
    Jun 24, 2026
  • Stylized image of a person
    C. O.
    Executive Director
    Oct 23, 2024
  • Stylized image of a person
    C. S.
    Executive Director
    Oct 18, 2024
  • Stylized image of a person
    J. L.
    Director, Business Intelligence
    Oct 22, 2024
  • Stylized image of a person
    E. C.
    Principal
    Oct 23, 2024
  • Stylized image of a person
    E. L.
    Associate, Wealth Planning
    Oct 16, 2024
  • Stylized image of a person
    M. K.
    Marketing And Business Development Intern
    Oct 23, 2024
  • Stylized image of a person
    L. M.
    CanadaOntario
    Apr 29, 2024

Frequently Asked Questions

What is Crestone Capital, LLC known for?

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Crestone Capital, LLC was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Crestone Capital, LLC's company overview page for more information.

What is Crestone Capital, LLC's most common email format?

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

How many employees does Crestone Capital, LLC have currently?

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Crestone Capital, LLC has approximately 17 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Crestone Capital, LLC's key employees and leadership?

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As of July 2026, Crestone Capital, LLC's key employees include:

  • Director: M. W.
  • Executive Director: C. O.
  • Executive Director: C. S.
  • Director, Business Intelligence: J. L.
  • Principal: E. C.

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