Crewe Advisors
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to single family offices in a more cost effective, synergistic structure. Crewe Advisors seeks to protect and grow existing wealth, plan for future generations, and simplify the lives of clients.
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Verified contacts
33
available on Kipplo
LinkedIn employees
34
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- CP
Corey P.
Wealth Strategist · Finance & Accounting
EmailPhone - KM
Kimberly Mawk
Senior Associate · Finance & Accounting
EmailPhone - AL
Ashley Landon
Analyst · Finance & Accounting
EmailPhone - DT
Dustin Thackeray
Chief Investment Officer · Finance & Accounting
EmailPhone - NP
Nick Perry
Partner Family CFO · Finance & Accounting
EmailPhone - RH
Ryan Halliday
Managing Partner · General Business & Management
EmailPhone - RS
Ryan Schlappi
Partner · General Business & Management
EmailPhone - SM
Seth Merrill
Chief Investment Officer · Finance & Accounting
EmailPhone - RH
Rylie Halliday
Director of Finance and Operations · General Business & Management
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Crewe Advisors
22 distinct titles indexed · top 10 shown.
- 4wealth advisor
- 3partner
- 2chief investment officer
- 2investment operations analyst
- 2wealth planner
- 2wealth strategist
- 1analyst
- 1associate
- 1client service associate
- 1client services associate
- +12more titles
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