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.

Investment Management

Crewe Advisors

Ryan Halliday

Nick Perry

Rylie Halliday

Dustin Thackeray

Michael P. Bennett

The Leadership Team at Crewe Advisors, comprising of key executives including the Chief Investment Officer, Chief Operating Officer, CEO, Founding Partner, and Partner | Family CFO, spearheads the strategic direction and operational excellence of the firm. They ensure the effective integration of services, oversee performance and compliance, and cultivate client relationships, ensuring the firm fulfills its mission to protect and grow client wealth, plan for future generations, and simplify clients' financial lives.

Leadership Team

Investment and Operations

Investment Team

Leadership Team

About

Team members

Other teams at Crewe Advisors

Investment and Operations

Investment Team