Crestone Capital Advisors LLC Announces Michael Sherman Named President
BOULDER, Colo., July 14, 2011 /PRNewswire/ -- Crestone Capital Advisors LLC, a leading independent wealth management firm, has named Michael Sherman as President.
Mr. Sherman, who will report to Eric Kramer, CEO, will be responsible for the implementation and execution of the Firm's business plans. Doug Bonnette will continue to lead the firm's Operations department as CFO and COO.
"Michael has been integral to Crestone's success for over 19 years," said Eric Kramer, CEO of Crestone Capital Advisors. "Our Advisory Board, our Executive Team and I have absolute confidence in his ability to excel in his new role."
Mr. Sherman has been a Principal of Crestone and a member of the firm's Investment Committee since 2002.
About Crestone Capital Advisors LLC
Crestone Capital Advisors LLC, through its registered affiliates, provides fully integrated investment management and wealth advisory services to a select group of ultra high net-worth clients. Crestone helps clients protect and enhance their wealth, simplify their financial lives and achieve their evolving personal and financial goals. Crestone's services include investment strategy and management, estate and philanthropic planning, income tax planning and reporting, financial and cash flow planning, and investment portfolio reporting.
Crestone Asset Management LLC, the firm's Registered Investment Advisor subsidiary, has been consistently recognized by Wealth Manager magazine as one of the top investment advisory firms in the country.
For more information, contact:
Lindsay Whitcher
Director of Communications, Crestone Capital Advisors LLC
303-442-4447
SOURCE Crestone Capital Advisors LLC
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