Director, Accounting & Client Services at Cherry Creek Family Offices - , Colorado, United States
Cherry Creek Family Offices provides tailored financial counsel, investment advisory, portfolio management, and various other accounting and administration type services for high net worth families. Our offering differs from and goes beyond traditional wealth management - We take a very holistic approach to client engagement and work closely with a select number of families to manage current portfolios, tailor future investment programs and provide back office support, among other things.