SOURCE: Crestone Capital

Crestone Capital

February 18, 2011 10:10 ET

Crestone Boosts Investment Research Capabilities With New Hire

Wealth Manager Enhances Due Diligence Efforts With Addition of Adam Whitehead

BOULDER, CO--(Marketwire - February 18, 2011) - Crestone Capital Advisors LLC, an independent wealth management firm with a singular focus on serving ultra-high-net-worth individuals and families, today announced that Adam John Miller Whitehead has joined the firm.

Mr. Whitehead will serve as an Investment Analyst for the Boulder-based firm, where he will assist with a range of investment consulting services for Crestone clients, including investment manager due diligence and asset allocation modeling.

Mr. Whitehead has held multiple high-level research positions at firms specializing in the integration of hedge fund and fund-of-fund strategies with traditional asset classes.

"The demands of long-term wealth management have never been greater and the issues have never more complex," said Eric Kramer, a Principal of Crestone and Chair of the firm's Investment Committee. "I'm particularly pleased to have a proven professional like Adam join our team."

Most recently, Mr. Whitehead was Vice President, Research for Quantitative Equity Systems, a Highlands Ranch-based hedge fund. In that role, he provided research on real-time trading strategies to the Chief Investment Officer and assisted in the development of a factor analysis-based model used to deconstruct manager and strategy returns. Previously, Mr. Whitehead had served as Director of Research for the Bornhoft Group, and as Director of Trading and Research for Warwick Capital Management, both in Denver.

"By design, our task is to align Crestone's investment strategies and processes with the wealth management needs of a select group of clients," said Michael Sherman, who oversees Crestone's Investment Consulting group, "that's why it's so important we build out our team with experienced researchers like Adam. He clearly understands what we do."

The Crestone team employs a sophisticated investment approach similar to that of top university endowments, including the diligent use of the world's top investment funds and leading money managers. The firm was recently named a Top Wealth Manager In 2010 by Wealth Manager Magazine, the sixth consecutive year Crestone has received the recognition.

About Crestone Capital Advisors LLC
Crestone Capital Advisors LLC provides fully-integrated investment management and wealth advisory services to a select group of 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. Recognized by Wealth Manager magazine as one of the top investment advisory firms in the country, Crestone currently advises more than $985 million of client assets and serves 40 client families.

Contact Information

  • Contact:
    Morrison Shafroth
    CSG|PR
    (720) 470-3653