Boulder, Colorado-based Crestone Capital LLC, a wealth management and investment advisory firm, has named Jack Swift as president. A partner at Crestone, Swift was previously the firm’s chief client officer.
(Oct. 17, 2017) BOULDER, Colo. – Crestone Capital, LLC today announced today that Jack Swift has been named president of the $2 billion investment management and wealth advisory services firm. Mr. Swift is a partner at the firm, and previously served as Crestone Capital’s Chief Client Officer for the past 18 months.
“Promoting Jack to the role of president is part of our firm’s commitment to creating a thoughtful management structure serving our clients’ best interests,” said Crestone Chief Executive Officer Eric Kramer, who is taking on the added role of Chief Investment Officer. “Jack is an integral member of our senior leadership team and a valuable contributor on our Investment Committee. In his new role, Jack will lead initiatives that will continue the growth of the firm while preserving our unique culture.”
As president, Mr. Swift is responsible for the day-to-day management of the firm, and he will help Crestone Capital continue cultivating lasting relationships with clients and investment managers.
“I look forward to honoring what the Crestone team has built over the past 25 years, while evolving the firm to better serve our clients in the future,” Mr. Swift said.
Mr. Swift is a graduate of the United States Military Academy at West Point, where he was president of his class for two years and later served as a U.S. Army Airborne Ranger. He brings more than 20 years of business experience to Crestone, including co-founding Northern Lights Capital Group in 2007, which merged with the Treasury Group in 2014 to form the publicly traded Pacific Current Group. Prior to that, he served as a Managing Director at Janus Henderson Investors, previously Janus Capital Group (NYSE: JNS), where he was head of Janus’ RIA business and later led the company’s Institutional Team.
Mr. Swift serves on the boards of Paradox Sports, the Emeritus Board for Denver Urban Scholars and the Investment Committee for the Montessori School of Evergreen.
About Crestone Capital, LLC
Crestone, with offices in Boulder and San Francisco, delivers a suite of fully integrated investment management and wealth advisory services to individuals and families looking to protect and enhance their wealth and define their unique legacy. With 25 years of experience and $2 billion in assets under management, we help entrepreneurs, business owners and their families pursue a better life lived. Consistent with client interests, we are a fee-only advisor that serves our clients as fiduciaries, putting their needs and interests first. For more information, please visit www.crestonecapital.com.