Crewe Advisors

John Larsen is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 designation. He joined Crewe Advisors in 2025 and has prior experience with organizations including the Utah Division of Technology Services, GE Appliances, and Brigham Young University. Crewe Advisors provides discretionary portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, business entities, private funds, charitable organizations, and insurance companies. The firm employs a range of strategies supported by fundamental, technical, and quantitative analysis, with accounts reviewed quarterly to align with client goals and risk tolerance.

Ryan Halliday is a financial advisor at Crewe Advisors with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Crewe Advisors since 2014. Outside of his advisory role, he serves as managing director of Crewe Insurance Advisors, LLC, and is the manager of HH 2007 LLC, a holding company. Crewe Advisors provides discretionary portfolio management and financial planning to individuals, business entities, private funds, charitable organizations, and insurance companies. The firm uses fundamental, technical, and quantitative analysis to implement a range of investment strategies and typically manages accounts on a discretionary basis with documented Investment Policy Statements.

Jarrod Perry is a CFA® charterholder and holds the Series 66 designation with eight years of industry experience. He has worked at Crewe Advisors since 2022 and previously spent eight years at KeyBank National Association. Crewe Advisors provides discretionary portfolio management and financial planning to individual clients, business entities, private funds, charitable organizations, and insurance companies. The firm uses a range of strategies, including fundamental, technical, and quantitative analysis, to manage accounts typically on a discretionary basis, with a focus on individualized Investment Policy Statements and regular portfolio reviews.

Megan Slatter is a financial advisor at Crewe Advisors with nine years of industry experience. She holds a Series 65 designation and has worked at Crewe Advisors since 2018, following two years at Regent Street Advisors. Megan is based in Salt Lake City, UT. Crewe Advisors offers discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, business entities, private funds, charitable organizations, and insurance companies. The firm employs fundamental, technical, and quantitative analysis across a range of strategies and typically manages accounts on a discretionary basis with documented client goals and risk tolerance.

Travis Peugnet is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Crewe Advisors and previously worked at Olympus Wealth Management and Bank of America. Crewe Advisors provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, business entities, private funds, charitable organizations, and insurance companies. The firm employs a variety of investment strategies and emphasizes individualized Investment Policy Statements and ongoing portfolio monitoring.

Luther Woodard is a financial advisor at Crewe Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Crewe Capital since 2025, following prior roles at Cognitive G Capital Group, BCW Securities LLC, and Integration Systems, LLC. Outside of advisory work, he serves as CEO of Sports Acquisition Capital, focusing on capital raising for professional sports secondaries, and works as a Zamboni driver for the Seattle Kraken. Crewe Advisors provides discretionary portfolio management and financial planning to a diverse client base including individuals, business entities, private funds, charitable organizations, and insurance companies. The firm employs fundamental, technical, and quantitative analysis to manage accounts on a discretionary basis, offering services such as investment policy statement creation, portfolio monitoring, and third-party manager selection.

Joshua Hancock is a financial advisor at Crewe Advisors with three years of industry experience. He holds a Series 65 credential and has worked at multiple firms, including PACS and Opiniion. Outside of his advisory role, he has experience with Utah Valley University and The Church of Jesus Christ of Latter-Day Saints. Crewe Advisors provides discretionary portfolio management and financial planning to individual, business, private fund, charitable, and insurance clients. The firm uses fundamental, technical, and quantitative analysis to implement a range of investment strategies and typically manages accounts on a discretionary basis with quarterly reviews.

Darren Siegrist is a financial advisor at Crewe Advisors in Salt Lake City, UT, with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Endurance Capital, Rockefeller Financial, Bank of America, Merrill Lynch, and PNC Bank. Crewe Advisors provides discretionary portfolio management and financial planning to individual clients, business entities, private funds, charitable organizations, and insurance companies. The firm uses a variety of fundamental, technical, and quantitative strategies to manage accounts on a discretionary basis, typically serving clients with investment minimums of $2 million.

Marshall Nelson is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 license with six years of industry experience. His prior experience includes roles at Commonwealth Financial Network and Merrill Financial Associates. Before entering the financial industry, Nelson worked at the BYU Missionary Training Center for one year. Crewe Advisors provides discretionary portfolio management and financial planning services to individual clients, business entities, private funds, charitable organizations, and insurance companies. The firm employs fundamental, technical, and quantitative analysis to implement a range of investment strategies and typically manages accounts on a discretionary basis.

Cade Mellies is a financial advisor at Crewe Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Crewe Advisors since 2024, following a decade at Crewe Capital. Outside of his advisory role, he helps organize the Crewe Cup, a golf tournament that donates its proceeds to charity, and occasionally serves as a Romanian language interpreter for Utah courts and hospitals. Crewe Advisors provides discretionary portfolio management and financial planning services to individuals, business entities, private funds, charitable organizations, and insurance companies. The firm uses a range of investment strategies, including fundamental, technical, and quantitative analysis, and manages accounts on a discretionary basis with a focus on individualized Investment Policy Statements and ongoing portfolio monitoring.

Ashley Landon is a financial advisor at Crewe Advisors in Salt Lake City, UT, with nine years of industry experience. She holds a Series 65 designation and 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, CA. Crewe Advisors offers discretionary portfolio management and financial planning services to individual clients, business entities, private funds, charitable organizations, and insurance companies. The firm uses a combination of fundamental, technical, and quantitative analysis to manage accounts, typically on a discretionary basis, with a focus on individualized investment policy statements and ongoing portfolio monitoring.

Nicholas Smith is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at SunTrust Advisory Services and Courage Capital Management, as well as completing an MBA at Vanderbilt University. Crewe Advisors provides discretionary portfolio management and financial planning services to individual clients, business entities, private funds, charitable organizations, and insurance companies. The firm employs a range of investment strategies informed by fundamental, technical, and quantitative analysis, managing accounts typically on a discretionary basis with documented Investment Policy Statements.

Ryan Schlappi is a financial advisor at Crewe Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at J.P. Morgan Securities Inc and JPMorgan Chase Bank for 14 years before joining Crewe Advisors in 2022. Crewe Advisors provides discretionary portfolio management and financial planning to individuals, business entities, private funds, charitable organizations, and insurance companies. The firm employs fundamental, technical, and quantitative analysis to implement a range of investment strategies and typically manages accounts on a discretionary basis with documented investment policies.

Michael Bennett is an Investment Advisor Representative with Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Crewe Capital, LLC since 2015, where he also serves as CEO. Outside of his financial advisory work, Bennett is a volunteer board member of CharityVision, a nonprofit addressing the global blindness epidemic, and is involved in organizing the Crewe Cup, an annual charity golf tournament. Crewe Advisors provides discretionary portfolio management and financial planning services to a diverse client base including individuals, business entities, private funds, charitable organizations, and insurance companies. The firm employs a range of investment strategies, from long-term investing to more complex approaches, and emphasizes individualized investment policy statements and regular account reviews.

Jesse Mitchell is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Crewe Capital since 2020 and previously worked in the automotive and telecommunications industries. From 2014 to 2016, he was affiliated with The Church of Jesus Christ of Latter-day Saints. Crewe Advisors provides discretionary portfolio management and financial planning services to individual clients, business entities, private funds, charitable organizations, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis to manage accounts, including those involving complex strategies and private funds.