Crewe Advisors Adds High-Performing Advisor Ryan Schlappi

Utah-based RIA adds J.P. Morgan veteran as partner to growing team in Scottsdale, Arizona

SALT LAKE CITY--(BUSINESS WIRE)--Ryan Schlappi joins Crewe Advisors (Crewe) as a partner of the $1 billion RIA as it continues to build momentum and expand its bench of professionals. Schlappi, who previously managed more than $1 billion as part of a team at J.P. Morgan Private Bank, will work out of the Crewe office in Scottsdale, Arizona, which launched in September 2021 to elevate and grow the firm’s family office capabilities.

An industry veteran, Schlappi began his career in 2007 at an independent firm for nine months before spending the balance of his time at J.P. Morgan, where he worked with ultra-high-net-worth and high-net-worth clients as well as nonprofit institutions. With experience serving clients primarily in Arizona, Nevada and Utah, Schlappi integrates into the robust team of partners across two offices and will help Crewe continue to expand and serve client needs ranging from financial planning and estate planning to business planning.

“During our first meeting, it was clear that Ryan would be a great asset to our team,” explains Ryan Halliday, managing partner at Crewe. “We see eye to eye, he understands what we’re trying to do and build, and he wants to grow with us.”

Crewe Advisors acts 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 focuses on enabling clients to preserve, grow and transfer wealth across generations.

“I am excited to be in the independent space to truly be a fiduciary to clients,” says Schlappi. “Ryan and the team quickly showed me the vision for Crewe and I felt I could seamlessly fit into the culture. I knew from our very first conversation, I was ready to make the move based on the team, resources and potential for long-term growth at the firm.”

In addition to being a partner with ownership in the firm, Schlappi will be a voting member of the investment committee. He is originally from Utah. Ryan now lives in Arizona with his wife and nine children.

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.