Crestone Capital, LLC
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.
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Crestone Capital, LLC
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 familieslooking 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. Learn more at CrestoneCapital.com.