Koleton Gruber
Associate Director
Koleton Gruber is an Associate Director at Pathstone. Koleton works with Pathstone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Koleton joins Pathstone from Crestone Capital. Prior to Crestone, Koleton held various positions over his five years at Fidelity Investments, most recently as a workplace planning consultant II.
Koleton received his BA in communications, with a minor in business, from the University of Colorado Boulder.
Group
Offices
Koleton Gruber is an Associate Director at Pathstone. Koleton works with Pathstone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Koleton joins Pathstone from Crestone Capital. Prior to Crestone, Koleton held various positions over his five years at Fidelity Investments, most recently as a workplace planning consultant II.
Koleton received his BA in communications, with a minor in business, from the University of Colorado Boulder.
