People Moves

Crestone Capital Appoints Chief Compliance Officer

Vanessa Doctor 18 May 2011

Crestone Capital Appoints Chief Compliance Officer

Crestone Capital Advisors, the investment and wealth management firm that caters to high net worth clients, has named Jennifer Hardy as chief compliance officer.

Hardy was previously the senior securities administrator at the company. Prior to that, she served as operations manager and sales assistant at Rhodes Securities. In her new role, she will be responsible for managing Crestone's statutory and regulatory compliance matters, as well as broker-dealer operations.

Crestone is based in Boulder, Colorado. Its suite of services include investment strategy and management, estate and philanthropic planning, income tax planning and reporting, financial and cash flow planning, and investment portfolio reporting.

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