Crewe Advisors

John Larsen is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 credential. He has one year of industry experience, with prior roles including work at the Utah Division of Technology Services and Brigham Young University. Crewe Advisors provides portfolio management and financial planning services to a mix of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and is noted for advising and sponsoring private pooled vehicles and serving insurance company clients.

Ryan Halliday is a financial advisor with Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Crewe Advisors since 2014. Outside of his advisory role, Halliday serves as managing director of Crewe Insurance Advisors, LLC. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a combination of fundamental, technical, and quantitative analysis and manages client accounts primarily on a discretionary basis.

Jarrod Perry is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Crewe Advisors since 2022. Prior to joining Crewe Advisors, he worked at KeyBank National Association for eight years. Perry holds a Series 66 license and is based in Salt Lake City, UT. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a multifaceted investment approach that integrates fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Megan Slatter is a Series 65 licensed financial advisor with 10 years of industry experience. She has worked at Crewe Advisors, LLC since 2018 and previously spent two years with Regent Street Advisors. Based in Salt Lake City, UT, she is part of a team of 26 advisors at Crewe Advisors. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a diverse investment approach that integrates fundamental, technical, and quantitative analysis, offering discretionary management and balancing allocation across clients.

Travis Peugnet is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Crewe Advisors and previously spent several years at Olympus Wealth Management and Bank of America. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm uses a combination of fundamental, technical, and quantitative analysis in its investment approach and is notable for advising private pooled vehicles and serving insurance company clients.

Joshua Hancock is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His previous roles include positions at PACS, Opiniion, SimPlus, and Aloha Food Group. He also worked at Utah Valley University and The Church of Jesus Christ of Latter-Day Saints. Crewe Advisors serves individual and institutional clients, including high-net-worth individuals and charitable organizations, providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Jared Cooksey is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 designation. He has one year of industry experience and previously worked at Young Automotive Group and Wasatch Behavioral Health. Crewe Advisors provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a diversified investment approach that includes fundamental, technical, and quantitative analysis, and is notable for advising private pooled vehicles and serving insurance company clients.

Darren Siegrist is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 66 designation with eight years of industry experience. His career includes roles at Crewe Capital, Endurance Capital, Rockefeller Financial, Bank of America, Merrill, and PNC Bank. Crewe Advisors provides ongoing portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm combines fundamental, technical, and quantitative analysis in its investment process and is notable for advising private pooled vehicles and serving insurance company clients.

Marshall Nelson is a financial advisor at Crewe Advisors in Salt Lake City, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Commonwealth Financial Network and Merrill Financial Associates. Crewe Advisors provides portfolio management and financial planning services to a diverse client base including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Cade Mellies is a financial advisor at Crewe Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Crewe Capital since 2016. Outside of his advisory work, he helps organize the Crewe Cup, a charity golf tournament, and occasionally provides Romanian interpretation services for Utah courts and hospitals. Crewe Advisors offers portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Ashley Landon is a Series 65-licensed financial advisor at Crewe Advisors with nine years of industry experience. She has been with Crewe Advisors since 2015. Outside of her advisory role, she provides part-time bookkeeping services for a small business in Mountain View, California. Crewe Advisors offers portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and provides discretionary management guided by documented client risk tolerances.

Nicholas Smith is a financial advisor at Crewe Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services and Courage Capital Management. He completed an MBA at Vanderbilt University. Crewe Advisors provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis, often managing accounts on a discretionary basis and utilizing private pooled vehicles with performance-based fee arrangements.

Ryan Schlappi is a financial advisor at Crewe Advisors in Scottsdale, AZ, with 18 years of industry experience. He holds Series 65 and Series 66 licenses and worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank for 14 years prior to joining Crewe Advisors in 2022. Crewe Advisors provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and insurance company clients. The firm employs a diversified investment approach that integrates fundamental, technical, and quantitative analysis and offers discretionary account management guided by documented Investment Policy Statements.

Michael Bennett is an Investment Advisor Representative with Crewe Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience and has been with Crewe Capital since 2015. Bennett serves on the board of CharityVision, a nonprofit focused on addressing global blindness issues, and is involved with the Crewe Cup, an annual golf tournament that donates its profits to charity. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm’s investment approach integrates fundamental, technical, and quantitative analysis and includes discretionary management and private fund sponsorship.

Jesse Mitchell is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Crewe Capital in 2020, he worked at Kentson Car Company and Spring Mobile Communications. Crewe Advisors provides ongoing portfolio management and financial planning to a diverse client base, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis and is noted for advising private pooled vehicles and explicitly serving insurance company clients.