Emily is an executive director and shareholder at Crestone Capital, LLC, where she serves as a trusted advisor to entrepreneurs and executives, and works closely with clients to accomplish their unique financial and personal goals. Prior to joining Crestone in 2011, Emily held senior positions at two prominent global consulting firms that specialized in providing M&A and distressed asset advisory services to private equity firms, international financial firms, central banks, and Fortune 100 companies. Emily earned a bachelor’s degree in finance from Miami University. She’s a FINRA Registered Representative holding Series 7 and 66 licenses.
Favorite things to do in Boulder County:Family bike rides around Wonderland Lake and Boulder Valley Ranch, and exploring all Colorado has to offer – hiking, biking, skiing – with her husband and two spirited daughters.