Cassidy Steck

Cassidy Steck is a Senior Associate in Client Advisory at Crestone Capital, LLC. Prior to this role, Cassidy held positions such as Financial Advisor at Higgins & Schmidt Wealth Strategies, Associate Financial Planner at Rockefeller Capital Management, and Registered Client Associate at Morgan Stanley. Cassidy began their career as a Regional Sales Manager at Ameriprise Financial Services, Inc. after completing a Personal Finance B.S. degree at the University of Wisconsin-Madison. Throughout their professional journey, Cassidy has also gained experience as a Financial Analyst Intern at Merrill Lynch and a Sales Manager Intern at Southwestern Advantage.