Insights

Crewe Advisors Names Partner/Advisor

Crewe Advisors Names Partner/Advisor

Joyce Blay highlights Nick Perry joining Crewe Advisors as a partner and advisor in Financial Advisor magazine. Perry is an industry veteran with 15 years of experience and served as senior vice president for Key Private Bank where he managed portfolios for...

How to Handle a Bear Market in Retirement

How to Handle a Bear Market in Retirement

Dan Sudit, partner of Crewe Advisors, speaks with Elizabeth O’Brien at Barron’s on reallocating stocks during a bear market. Sudit explains that for his clients, this means maintaining a certain standard of living through retirement while ensuring they have enough...

The Enterprise: Industry Briefs

The Enterprise: Industry Briefs

Utah’s Business Journal, The Enterprise, covers news of Nick Perry joining the team as partner andadvisor at Crewe Advisors. The piece goes on to note that Perry brings 15 years of industry experience to the team and will work with clients to meet their goals across...

Do you need a specialized financial adviser?

Do you need a specialized financial adviser?

Dan Sudit, partner at Crewe Advisors, tells Alisa Wolfson at MarketWatch that the best place to start when looking for a financial adviser is with trusted colleagues, friends and family.  “If you have a few friends that may fit the bill, then ask for multiple...

3 Hot Stocks to Buy Now

3 Hot Stocks to Buy Now

Matt Whittaker of US News and World Report includes insight from Dustin Thackeray, chief investment officer with Crewe Advisors when recommending hot energy stocks. "There continues to be a supply-and-demand mismatch coming from countries reopening from...

US stocks tumble into correction territory

US stocks tumble into correction territory

John Coumarianos with Citywire includes insight from Dan Sudit, partner of Crewe Advisors, in an article explaining the recent market correction. He explains that the lower Treasury yields were expected and that investors should stick to their investing principles....

Salt Lake City RIA adds $800m BMO team

Salt Lake City RIA adds $800m BMO team

Ian Wenik at Citywire includes Ryan Halliday, managing partner at Crewe Advisors, in an article featuring the firm's expansion into the Arizona market. Halliday emphasizes the significance of this move, “Firms are either getting rolled up or they are becoming a firm...

Starting a Retirement Business? Start Smart

Starting a Retirement Business? Start Smart

Rodney A. Brooks includes Ryan Halliday, managing partner at Crewe Advisors, in a Senior Planet article looking into what you need to consider when starting a business as a retiree. Starting a business is a big deal in itself, but in the case that someone decides to...

Investment Banking

Salt Lake City

650 S Main St, Suite 777
Salt Lake City, UT 84101
(385) 322-3100 | ib@crewe.com

New York City

1540 Broadway, Suite 1010
New York, NY 10036
(385) 322-3100 | ib@crewe.com

Denver

4500 E Cherry Creek South Drive, Suite 1090
Denver, CO 80246
(385) 322-3100 | ib@crewe.com

Private Wealth Management

Salt Lake City

650 S Main St, Suite 700
Salt Lake City, UT 84101
(385) 355-2700 | pwm@crewe.com

Scottsdale

16100 N 71st Street, Suite 140
Scottsdale, AZ 85254
(480) 944-5654 | pwm@crewe.com

The Premier Amateur Match Play
Golf Tournament in the World