Crestone Capital Names Five New Shareholders
These new shareholders expand Crestone's ownership structure to a total of nine shareholders
Crestone Capital, an employee-owned independent firm wealth management firm, recently named Executive Directors Taylor Gitcho, Eliza Leach, Emily Mears, Norma Plache and Lindsay Searer as its new shareholders.
These new shareholders expand Crestone’s ownership structure to a total of nine shareholders, which also include Abby Barlow, Executive Director; Jeffrey Burney, Managing Director; Eric Kramer, Managing Partner, CEO and CIO; and Matt Wiles, COO.
These five female industry leaders exemplify a client-centric focus, diverse talent and dedication to the Crestone team. “In addition to being remarkable financial professionals and community leaders, all five new shareholders work tirelessly to advocate for clients. They are dedicated to our mission of serving client families for generations and we congratulate them and look forward to their continued influence within the firm,” says Eric Kramer, managing partner, CEO and CIO of Crestone.
For more than a decade with Crestone, Gitcho has provided clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management and wealth preservation and transfer planning. Gitcho also serves on the Board of Directors for Colorado Uplift and is actively involved in building long-term, life-changing relationships with at-risk urban youth.
Leach joined Crestone in 2014 and works with clients on a variety of wealth management needs, including asset allocation and analysis, portfolio planning and implementation and overall financial analysis. Prior to Crestone, Eliza was a private wealth advisor at Goldman Sachs in New York City. She currently serves on the Board of Directors at the Boulder Contemporary Museum of Art (“BMoCA”).
For almost a decade at Crestone, Mears has served as an advisor to entrepreneurs and executives. She provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management and wealth preservation and transfer planning. She serves on the Board of Trustees and the Investment Committee for the Boulder Community Foundation.
Plache has worked at Crestone for almost a decade, working with the firm’s clients on the complex wealth planning issues that arise for high-net-worth individuals and their families, primarily estate, income tax and philanthropic planning. She is a member of the trust and estate section of the Colorado Bar Association, the Boulder County Bar Association, the Colorado Women’s Bar Association and the Thompson G. Marsh Inn of Court.
For more than a decade at Crestone, Lindsay has sourced new investment opportunities, as well as ongoing investment monitoring. In her work, she focuses primarily on alternative investment strategies and is an active contributor to Crestone’s Investment Committee. From 2007 to 2012, Lindsay was responsible for managing all aspects of Crestone’s direct real estate portfolio, which was comprised during her tenure of one-half million square feet of office, flex and mixed-use properties in Colorado. Lindsay serves on the Limited Partner Advisory Committees for three prominent institutional investment funds.
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 unique legacy. With more than 25 years of experience, the firm has helped entrepreneurs, business owners, and their families pursue a better life lived. Consistent with client interests, Crestone is a fee-only advisor that serves its clients as fiduciaries, putting their needs and interests first.