Move

Crestone appoints Investment Consultant

Executive Move

Anshula+venkataraman

Crestone Wealth Management has announced the appointment of Anshula Venkataraman as an investment consultant within the firm's investment products and services team, effective immediately.

Venkataraman joins from Morningstar’s manager research team in Sydney, where she conducted research on managed investments across asset classes.

She is joined at Crestone by fellow new recruit Stan Shamu, who has been appointed as a senior portfolio strategist. Both will report directly to chief investment officer Scott Haslem.

Commenting on their appointments, Crestone's head of investment products and services Adam Ginnivan said: “We are proud to have two talented individuals join Crestone who share our vision. We offer client’s global, multi-asset class portfolio solutions and the skills and insights that these two bring to the table will truly complement that offering.”

Departure

February 2019

Investment Analyst

Morningstar

Appointment

April 2019

Investment Consultant

Crestone Wealth Management

News reports on this move

10/04/2019
Financial Standard