Eric Kramer
Executive Managing Director
- Leadership Team
- Investment Oversight Committee
- Shareholder
Eric Kramer is an Executive Managing Director and shareholder at Pathstone. With a distinguished career spanning over three decades, Eric stands as a visionary in the realm of wealth management, passionately creating customized investment solutions that cater to the unique aspirations and life objectives of ultra-high net worth individuals and their families. Eric is a member of the firm’s Chief Investment Office and Investment Oversight Committee.
Prior to Pathstone, Eric led Crestone Capital, the firm he founded in 1991. Eric piloted the firm’s growth, spearheading a relentless pursuit of performance-driven investment management, astute financial and cash flow planning, and innovative wealth preservation strategies. His tireless dedication to excellence propelled Crestone to become a paragon of personalized, client-centric advisory services.
Eric’s influence extends to the academic sector as a board member for the University of Colorado Foundation, and as the Chairman of its Investment Committee, orchestrating the foundation’s financial stewardship. Notably, the Foundation employs an outsourced chief investment officer model, giving Eric the unique insight of sitting on both sides of the table, as a provider for 40 years and as a client for the past eight years. In 2019, Eric was awarded the University of Colorado Leeds School of Business Distinguished Alumni Lifetime Service Award.
Eric also works to enrich his professional horizons as a member of YPO-WPO International, connecting with global leaders at the vanguard of corporate trends and innovations, and presenting as a keynote speaker at events. In 2019, Eric was an influential founding member of the YPO-WPO Boulder Chapter.
Eric received his Bachelor of Science in Finance from the University of Colorado.
Eric’s leadership is rooted in his unwavering advocacy for client families and his deep commitment to putting their best interests first, empowering individuals and families to achieve their most valued life goals.
Group
Offices
Eric Kramer is an Executive Managing Director and shareholder at Pathstone. With a distinguished career spanning over three decades, Eric stands as a visionary in the realm of wealth management, passionately creating customized investment solutions that cater to the unique aspirations and life objectives of ultra-high net worth individuals and their families. Eric is a member of the firm’s Chief Investment Office and Investment Oversight Committee.
Prior to Pathstone, Eric led Crestone Capital, the firm he founded in 1991. Eric piloted the firm’s growth, spearheading a relentless pursuit of performance-driven investment management, astute financial and cash flow planning, and innovative wealth preservation strategies. His tireless dedication to excellence propelled Crestone to become a paragon of personalized, client-centric advisory services.
Eric’s influence extends to the academic sector as a board member for the University of Colorado Foundation, and as the Chairman of its Investment Committee, orchestrating the foundation’s financial stewardship. Notably, the Foundation employs an outsourced chief investment officer model, giving Eric the unique insight of sitting on both sides of the table, as a provider for 40 years and as a client for the past eight years. In 2019, Eric was awarded the University of Colorado Leeds School of Business Distinguished Alumni Lifetime Service Award.
Eric also works to enrich his professional horizons as a member of YPO-WPO International, connecting with global leaders at the vanguard of corporate trends and innovations, and presenting as a keynote speaker at events. In 2019, Eric was an influential founding member of the YPO-WPO Boulder Chapter.
Eric received his Bachelor of Science in Finance from the University of Colorado.
Eric’s leadership is rooted in his unwavering advocacy for client families and his deep commitment to putting their best interests first, empowering individuals and families to achieve their most valued life goals.
