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Crewe Advisors Expands With Addition of $800 Million Team

·2-min read

Utah-based RIA adds former $800 million team from BMO Wealth Management

SALT LAKE CITY, September 20, 2021--(BUSINESS WIRE)--Crewe Advisors, a Utah-based RIA firm launched in 2015, is expanding with the addition of a Scottsdale-based team spun out of BMO Wealth Management. Crewe, which recently surpassed $1 billion in assets under management, is looking to build on its growth momentum by adding the five professionals who had managed approximately $800 million at their previous firm.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20210920005128/en/

From left to right: Kimberly Mawk, Duncan Corley, Kris Yamano, Jason Miller, Louise Goudy (Photo: Business Wire)

The team joining Crewe Advisors is composed of Partners Jason Miller and Kris Yamano, who will add to Crewe Advisors’ leadership, along with Partners and Advisors Duncan Corley and Louise Goudy, and Senior Associate Kimberly Mawk. With more than 100 years of combined industry experience, the five add a range of interdisciplinary expertise to the firm’s roster as well as operational know-how.

"As we considered the move to the independent channel, we saw a clear synergy between our two teams," explains Yamano. "Continuing to serve clients at the highest level was our priority, and what Ryan Halliday and his team have built with Crewe Advisors allows us to come in and seamlessly maintain our client-centric work. The capabilities of the private wealth team, with the additional support of Crewe’s expertise working with small business and entrepreneurs with M&A and valuation among other solutions, will only enhance the services we can deliver to our business owner clients."

Halliday, managing partner of Crewe Advisors, explains the firm’s intentional approach to expansion: "As we looked to grow our footprint beyond Salt Lake City, we sought a high-caliber team with the same client-focused culture we’ve built. Jason, Kris, Duncan, Louise and Kimberly represent a natural fit to join forces with, from both a philosophical and values-based standpoint. We’re energized to work with our newest team members and bring a new spark to the market."

The mission of Crewe Advisors is to act as the family CFO for clients, working with them to provide comprehensive, impartial advice and help navigate a range of decisions and challenges to achieve financial harmony. The team of wealth advisors helps enable clients to preserve, grow and transfer wealth across generations. Additionally, the firm offers family office services to high-net-worth clients.

About Crewe Advisors

Founded in 2015 in Salt Lake City, Crewe Advisors is a $1 billion, fee-based, independent SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The firm offers impartial advice and an open architecture with clients’ best interest in mind.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210920005128/en/

Contacts

Haley Rosa
Gregory FCA for Crewe
haley@gregoryfca.com
610-228-2805

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