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Justine DeCoste
Directeur van Onderzoek - Eigen Vermogen bij Crestone Asset Management LLC
Profiel
Ms. Justine N.
DeCoste, CFA, is a Senior Director of Investment Research at Crestone Asset Management LLC.
She assists with a range of investment research services for Crestone clients, including investment strategy and investment manager sourcing, due diligence, and monitoring.
Prior to joining Crestone in 2017, she was a senior analyst at Pathstone Federal Street in Boston, Massachusetts, an independent investment advisory firm serving high-net-worth and institutional clients.
Ms. DeCoste received her Bachelor of Arts in economics, with a minor in international studies, from Boston College.
She is a CFA charterholder.
Actieve functies van Justine DeCoste
Bedrijven | Functie | Begin |
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Crestone Asset Management LLC
![]() Crestone Asset Management LLC Investment ManagersFinance Crestone Asset Management LLC (Crestone) is a registered investment advisor and multi-family office headquartered in Boulder, Colorado. The firm was founded by Eric J. Kramer in 2001 as Kramer Capital Management LLC. They are a wholly-owned subsidiary of Crestone Capital LLC, which is owned by Crestone Capital Holdings LLC. Crestone delivers a suite of fully integrated investment management and wealth advisory services to ultra-high net worth individuals and families and their trusts, foundations, limited liability companies, and/or other entities that they own. | Directeur van Onderzoek - Eigen Vermogen | 01-05-2017 |
Eerdere bekende functies van Justine DeCoste
Bedrijven | Functie | Einde |
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Federal Street Advisors, Inc.
![]() Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Analyst-Equity | 04-01-2016 |
Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Analyst-Equity | - |
Opleiding van Justine DeCoste
Boston College | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
Federal Street Advisors, Inc.
![]() Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Finance |
Crestone Asset Management LLC
![]() Crestone Asset Management LLC Investment ManagersFinance Crestone Asset Management LLC (Crestone) is a registered investment advisor and multi-family office headquartered in Boulder, Colorado. The firm was founded by Eric J. Kramer in 2001 as Kramer Capital Management LLC. They are a wholly-owned subsidiary of Crestone Capital LLC, which is owned by Crestone Capital Holdings LLC. Crestone delivers a suite of fully integrated investment management and wealth advisory services to ultra-high net worth individuals and families and their trusts, foundations, limited liability companies, and/or other entities that they own. | Finance |