SALT LAKE CITY--(BUSINESS WIRE)--Crewe Advisors brings on Nick Perry, CFA, CAIA, as a partner and advisor to the growing $1 billion RIA. With 15 years of industry experience, Perry has managed portfolios for high net worth and ultra-high net worth clients at JP Morgan, Goldman Sachs and most recently as an SVP for Key Private Bank. Perry adds depth to the firm as the fifth new partner to join in the past eight months.
In his new role, Perry will work with clients to identify and prioritize their financial issues and solutions to meet their aspirations across investment management, business succession and estate planning. In addition to his background in planning, his experience in the alternatives, private equity and hedge fund arena elevates the investment team.
“I’ve been working toward this for years,” explains Perry of his move to the independent space. “The Crewe team is building something special, and I’m excited to be part of the firm’s growth, have ownership in something and the opportunity to be part of the firm at an early stage.”
In addition to his accreditation as a Chartered Alternative Investment Analyst and a Chartered Financial Analyst, Perry is also an active member of the CFA Institute. During his tenure at Key Private Bank, Perry was a three-time Signature Circle Award winner, an accolade reserved for only the top one or two wealth advisors in the country each year.
“Having another partner to bring strategic value, investment insight and a growth mindset makes Nick a great asset to our team,” explains Crewe Advisors’ managing partner Ryan Halliday. “However, our aligned values were an integral part of the decision to bring him on board.”
Perry graduated with a B.S. from Arizona State University, with honors, and holds an MBA from Brigham Young University. Originally from Arizona, Perry resides in Utah with his wife and four children and serves on the board of the Hale Centre Theatre.
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.
