RIA surpasses $2.5B in AUM, adds key leadership to position for continued growth
SALT LAKE CITY–(BUSINESS WIRE)–Crewe Advisors (Crewe) has brought on Seth Merrill, CFA, as chief investment officer and partner, and appointed Dustin Thackeray, CFA, as head of portfolio management, marking a critical buildout of the firm’s investment team and capabilities.
As the RIA and multi-family office serving high-net-worth individuals surpasses $2.5 billion in assets under management, it is at an inflection point for future growth. The leadership across the investment team sets the foundation for scaling its platform to serve as the CFO for clients and their families.
Merrill brings deep institutional experience and a future-oriented vision to complement Crewe’s momentum. He joins the firm from Ensign Peak Advisors, where he was co-director of portfolio strategy. With a background in asset allocation and systematic equities portfolio management, he is well-positioned to shape the firm’s macro strategy. Prior to Ensign Peak Advisors, Merrill ran his own investment management firm, Cederian Investments, and worked at Brandes Investment Partners. He earned an MBA from the Stanford Graduate School of Business.
“Joining Crewe was a natural decision for the next step of my career because of the exceptional quality of the people, the expert yet deeply personal way advisors engage with clients, and the firm’s steady growth trajectory,” says Merrill. “Top wealth managers have grown increasingly sophisticated over time and the line has blurred between institutional and individual investment management. Crewe exemplifies the best in wealth management, with a unique business model that brings together institutional-grade investment expertise, seamless technology integration, a client-centric culture built for long-term relationships, and the additional resources of Crewe Capital and Crewe Foundation. Crewe looks like the future of wealth management.”
“As we grow, we want to align the right leaders in the right roles. With Dustin’s deep expertise in portfolio execution and Seth’s institutional investment leadership, we’re building a platform that’s stronger, more dynamic, and even better equipped to meet the evolving needs of our clients,” says Ryan Halliday, managing partner at Crewe Advisors.
As a founding partner, Thackeray has been instrumental in establishing the investment foundation that has helped the firm increase its AUM over the past 10 years. In his new role as head of portfolio management, he will specialize in the execution and implementation of investment strategies, working closely with advisors to translate firm-level views into personalized portfolios. He will supervise day-to-day portfolio operations, manage tax-aware implementation, and oversee customized client investment strategies.
“This is about smart alignment and bringing top-tier talent to complement what we’re already doing well,” said Thackeray. “We’ll focus on growing and shifting our capabilities to keep up with the industry pace. I’m energized to work alongside Seth to strengthen our platform and support our high-net-worth clients’ complex needs long-term.”
With the support of the investment team, Merrill and Thackeray will partner to scale and expand Crewe’s existing investment capabilities.
About Crewe Advisors
Founded in 2015 in Salt Lake City, Crewe Advisors is a 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.
Contacts
Haley Rosa
Gregory FCA for Crewe Advisors
[email protected]
610-228-2805
