Bringing you live news and features since 2006 

Randi Grassgreen joins Crestone Capital Advisors LLC Ownership Group

RELATED TOPICS​

Independent wealth management firm Crestone Capital Advisors has appointed Randi Grassgreen to the firm’s ownership group, becoming a Member of Crestone Capital Advisors LLC, effective January 1, 2011.

Grassgreen joined Crestone Capital Advisors in late 2008 as the firm’s Director of Family Wealth Planning. During her tenure at Crestone, she has significantly enhanced the firm’s service offering to clients in the areas of income tax and estate planning, philanthropy management, and asset protection.

"We are pleased to have someone of Randi’s caliber and expertise as a part of the Crestone team," says Eric Kramer, Founder and Principal of Crestone Capital Advisors. "Not only is she a tremendous asset to our clients and their estate and wealth planning needs, but she is also a valued member of the Crestone team.  We are looking forward to her continued contributions to our clients and our firm as an owner."

Prior to joining Crestone, Randi was a shareholder at Gelt & Grassgreen PC in Denver, CO. In addition, Grassgreen was an associate attorney at Gorsuch Kirgis, LLP in Denver, CO, where she assisted clients in estate and income tax and business succession planning. Before her tenure at Gorsuch Kirgis, Randi held a number of senior tax roles at Ernst & Young, LLP.

Randi is a member of the American, Colorado, Denver County and Boulder County Bar Associations.  She is also a member of the Denver and Boulder Estate Planning Councils. Randi has also been serving as an Adjunct Professor at the University of Colorado School of Law in Boulder, Colorado since 2008, teaching a course in Wills & Trusts. In addition, Randi sits on the legal committee of the Community Foundation of Boulder County, as well as on the board of directors for Boulder Valley Women’s Health Center.  She is also a partner of the nonprofit organisation Social Venture Partners of Boulder County.

Randi received her Juris Doctorate degree from the University of Colorado School of Law in 1998; she received both her Masters of Taxation and her Bachelor of Science in Business Administration from the University of North Carolina, Chapel Hill, in 1992.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by