Approach

People then Portfolios

The purpose of wealth is to sustain lifestyle and advance personal goals. That is why our approach to wealth management begins and ends with people and their personal stories. Our comprehensive approach to wealth management carefully considers objectives, goals, risks, opportunities, relationships, and concerns.

Only after understanding what makes up the person do we begin working on the portfolio. Our comprehensive and individualized plans pair the right tools and resources to realize specific goals. Through an ongoing relationship, we seek to have a deep and thorough understanding of each client’s financial needs, tax circumstances, family dynamic, lifestyle objectives, and risk tolerance. Each client’s situation is unique and Crewe tailors individualized strategies to serve those particular needs.

Our investment committee uses a rigorous set of criteria, vetting hundreds of investment resources to design portfolios with a mix of traditional and alternative investment strategies. We seek to preserve and grow our clients’ wealth by taking appropriate risks according to their goals and risk tolerance. By leveraging the intellectual capital of our investment team and extensive third party research and resources, we create customized plans and portfolios to help each client meet their specific goals.





Ryan Halliday

Ryan is the Managing Partner of Crewe Advisors. Ryan founded the firm to drive his vision of what it means to provide exceptional service to affluent families. He has spent over 17 years developing his expertise in the areas of investments, insurance, taxes, business succession and estate planning for a full-breadth approach to wealth management.

Ryan earned his BS in Business Administration from the College of Saint Rose where he graduated Magna Cum Laude. He holds a Masters of Finance from Walsh College in Michigan. Ryan is a member of the Business Advisory Council and a trustee for The College of Saint Rose in Albany, New York.

linkedin.com/ryanhalliday

Dan Sudit

Dan is a Partner at Crewe Advisors. He brings over 17 years of experience in comprehensive financial counseling and investment management. Dan specializes in crafting sophisticated tax and estate planning strategies for senior executives of Fortune 500 companies, non-profit organizations, business owners, high net worth individuals and their private holdings and entities. Dan is responsible for the mentoring and management of several advisors at Crewe Advisors.

Dan earned his B.A. degree from the University of California at Berkeley, his Juris Doctorate degree from the New England School of Law and an LL.M. in Taxation from Georgetown University Law. Dan is a member of the Board of Directors for Front Porch Communities and Services. His work has been published in the Wall Street Journal, Entrepreneur Magazine and Financial Advisor Magazine to name a few.

linkedin.com/dansudit

Dustin Thackeray, CFA® Charterholder

Dustin is the Chief Investment Officer of Crewe Advisors. He is responsible for charting the direction that guides investment management decisions for client portfolios. He is Chair of the Investment Committee, which oversees investment matters including market research, asset allocation, risk management, investment manager diligence, and portfolio implementation and monitoring. Dustin has over twelve years of experience in private wealth investment management.

Dustin Thackeray is a Chartered Financial Analyst® Charterholder and a member of the CFA® Society of Salt Lake. He holds a BS in Business Administration with an emphasis in Finance from Weber State University.

linkedin.com/dustinthackeray

Carmen Alderete

As Chief Compliance Officer of Crewe Advisors, Carmen is responsible for the policies and procedures designed to comply with the laws and regulations applicable to registered investment advisors. She has leadership responsibility for business practices, team performance, strategic planning, and marketing. Carmen ensures that the firm’s high standards of client service are attained. Prior to Crewe, she worked for an independent Broker Dealer and RIA as Chief Operating Officer.

Carmen has earned her BA in Business Administration from DeVry University. She holds Certificates from the University of Utah in Project Management and Executive Leadership.

linkedin.com/carmenalderete

Brent Cochran

Brent is a Wealth Advisor with nearly 25 years in the financial services industry. He advises affluent individuals and families, as well as endowments and foundations, on a full array of wealth management solutions including investment policy development, asset allocation, portfolio construction, risk management, as well as tax and estate planning. Brent provides market research, strategy and investment manager insight used to construct the firm’s client portfolios.

In 2016, Utah Governor Gary R. Herbert appointed Brent to serve a four-year term on the Utah Securities Commission. As one of five Commissioners, Brent supports and advises the Utah Division of Securities. Brent graduated Cum Laude and later earned an MBA, with an emphasis in Investment Management, from Brigham Young University.

linkedin.com/brentcochran

Renn Olsen, Certified Financial Planner

Renn is a Wealth Advisor at Crewe Advisors and has over a decade of experience in the finance and wealth management industry. He crafts comprehensive financial plans tailored for each client’s specific needs and goals. Renn focuses on a holistic philosophy that incorporates investment management, tax and estate planning strategies, risk management, cash flow planning, and charitable giving into a single cohesive plan. Prior to that he worked in the private wealth management division of a global investment bank.

Renn holds a Bachelor’s degree in Finance from the University of Utah. He received a Personal Financial Planning Certificate, UCLA Certificate Program, 2015. Renn is also a CERTIFIED FINANCIAL PLANNER.

linkedin.com/rennolsen

Diana George

Diana brings over 20 years of banking, financing and debt restructuring experience to Crewe Advisors. She specializes in complex financial planning to business owners, high net worth families, real estate investors, and trust beneficiaries in various areas of individual, fiduciary, non-profit, and wealth transfer strategies. Her focus also includes women in transition, philanthropic planning, and generational wealth transfer.

Diana holds a BS in Accounting from the University of Phoenix. She has earned an MBA from Colorado State University and an MS of Taxation from Weber State University. Diana serves as the Vice Chair of the Advisory Council at Weber State University’s Goddard School of Business. She is a member at large of the board of directors at the Community Foundation of Utah and Chair of its Finance Committee.

linkedin.com/dianageorge

Sam Carpenter

Sam brings over 30 years of experience in wealth strategy, business management, and public accounting. Sam advises clients, as family CFO, on creating the financial future they want for their families and communities. He specializes in family dynamics, governance and education. He plays a key role in developing Crewe Advisors’ strategy in these areas.

Sam is a Certified Public Accountant and has earned a BS degree in Accounting and BA in Spanish from Brigham Young University. He holds an MBA from the Kellogg Graduate School of Business at Northwestern University. Sam serves on the LOA Scholarship Fund, Primary Children’s Hospital Planned Giving Committee, and the Milne Foundation Distribution Committee. Sam is a mentor in the BYU Marriott School of Management.

linkedin.com/samcarpenter

Grant Rowan

Grant brings years of experience within the insurance industry to his role as a Wealth Advisor. He specializes in captive insurance, cash flow management, asset protection, estate planning, tax reduction strategies, donor advised funds, company benefit plans, and retirement income planning. Grant has successfully assisted clients in developing a systematic process for aligning financial exposure with their risk management strategy by utilizing insurance as a multi-generational risk management tool. He focuses on providing transparency and control while helping his clients organize their financial lives.

Grant holds a BA degree in History and Finance from Brigham Young University.

linkedin.com/grantrowan

Ashley Landon

Ashley supports the advisory teams at Crewe Advisors in the development of detailed financial plans and comprehensive advisory reports. She oversees implementation of the plans, working across advisory teams to ensure the accuracy and timely production of reports. These thoughtful pursuits help Advisors manage their clients’ wealth and cash flows. Prior to joining Crewe Advisors, Ashley worked for a boutique Investment Bank and in the non-profit sector.

Ashley is a graduate of Brigham Young University with a BA in Political Science. She holds an MBA from the Jon M. Huntsman School of Business at Utah State University.

linkedin.com/ashleylandon

Hela Wensel

Hela is an associate of Crewe Advisor’s client service team. Hela works in ensuring that the office is maintained and operates smoothly. Her primary job is to address client inquiries and welcome visitors to the Crewe Advisors offices. She coordinates with fellow team members to help maintain and execute client-related tasks, providing a seamless and positive client experience.

Hela currently attends the University of Utah where she is earning a Bachelor’s degree in Communications.

linkedin.com/helawensel

Isabelle Baker

As an integral member of Crewe Advisors, Isabelle spearheads multiple projects varying in size and complexity in order for the firm’s operations to remain in peak performance at all times. As an associate, she is responsible for expediting tasks, coordinating activities, and keeping the firm’s projects organized and running smoothly throughout their life cycle. Prior to joining Crewe, Isabelle held various executive roles in both the corporate and marketing industries.

Isabelle is a graduate of the University of Utah with a BA degree in Strategic Communication.

linkedin.com/isabellebaker

Tiffany Olsen

Tiffany manages Crewe Advisor’s back office systems and processes to foster successful relationships with the firms’ clients, various third-party partners, custodians, sub-advisors, and vendors. She is responsible for the onboarding of new clients; facilitating smooth transitions for our families. She continues to work closely with families after the initial transition process is complete, providing ongoing support and facilitation of requests. Tiffany started her career in the financial services industry as a tax operations analyst at a large investment bank.

linkedin.com/tiffanyolsen

Heather Zierenberg

Heather is an associate of Crewe Advisor’s client service team. She comes with a strong background in event planning and office logistics. Heather works in ensuring that the office is maintained and operates smoothly. She is conscientious in making sure client needs are met and that they are welcomed at Crewe Advisor’s offices. She coordinates with fellow team members to help maintain and execute client-related tasks, providing a seamless and positive client experience.

Heather graduated with a Bachelor’s degree in Recreation Management and Youth Leadership from Brigham Young University.

linkedin.com/heatherzierenberg