Search Results | Showing 41 - 50 of 51 results for "Crestone" |
| | | ... led by chief executive and chief investment officer David Sokulsky, who was most recently chief investment officer at Crestone Wealth Management. As above, pending shareholder approval, the company will also rebrand to Concentrated Leaders Fund Limited ... |
| | | | ... operations. Former head of UBS Wealth Management Mike Chisholm, together with a group of senior advisers, established Crestone Wealth Management. At the time, Geoff Stansen, Gary MacKenzie, Andrew Lees, Leigh Birtles and Don Chandler were among the of ... |
| | | | ... Australia's growing network of self-directed investors. Lee Redpath joined OpenMarkets in the newly-created role, leaving Crestone Wealth Management where he served as head of operations and financial intermediaries. The appointment follows the announcement ... |
| | | | ... appointed a joint chief executive and chief investment officer. David Sokulsky was previously chief investment officer of Crestone Wealth Management. Prior to that, he was head of investment strategy at UBS Wealth Management Australia and a senior trader ... |
| | | | The former chief economist at UBS Australia is Crestone Wealth Management's new chief investment officer. Regarded as one of Australia's leading investment experts, Scott Haslem will lead Crestone's investment team as of January 2018, replacing David ... |
| | | | Crestone Wealth Management announced a number of board changes that will help steer the firm's expansion in 2018. Leigh Clifford assumes the position of chair, succeeding John McDonald who remains a non-executive director. Clifford joined as a non-executive ... |
| | | | A distinguished banking and financial services director will become Crestone Wealth Management group's newest independent director. Peter Hawkins will join Crestone at the end of September, bringing with him more than 40 years' experience in banking ... |
| | | | Wealth management firm Crestone has named a new non-executive director. Leigh Clifford joins Crestone, which now has $14 billion in assets under management, having accrued substantial experience in the management of businesses in Australia and internationally ... |
| | | | Crestone, the firm which spun out of UBS Wealth Management, has announced strategic partnerships with a number of major financial institutions. Crestone was formed in 2015 following UBS's announcement that it was exiting domestic wealth management in ... |
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