Charlie joins Pathstone from Crestone Capital, where he was responsible for tax-related awareness and expertise in all aspects of the client experience and portfolio. In this role, he also managed client CPA relationships, focusing on both short-term and long-term client outcomes. Prior to Crestone, Charlie worked at Gary A. Jacobs & Associates, P.C. CPA where he was responsible for tax compliance, assurance, consulting, and advisory for individuals, businesses, non-profits, and trusts. Charlie received his Bachelor of Science in business accounting and psychology from Colorado State University. He is a certified public accountant (CPA) and personal financial specialist (PFS).