Experience

Crest Capital Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Private Wealth Advisor and Partner, Managing Director

  • Jun 2012 - Present

  Crest Capital Advisors provides strategic insight, investment advice, and a breadth of planning and advisory services to our high net worth and institutional client base. Our team combines investment and industry experience, expertise in financial markets, and rigorous analysis with the extensive resources of Hightower to help our clients prioritize objectives, identify investment opportunities, and realize their goals. As independent fiduciaries, we have a legal obligation to avoid conflicts of interest and act solely in the best of interest of our clients.Specialties- Personal Financial Planning- Investment Consulting / Asset Management- Asset Allocation & Portfolio Construction Strategy- Tax Minimization / Optimization- Solutions for Corporate Executives & Business Owners- 10b5-1 Sales Plans for Executives of Public Companies- Family Office Services- Wealth Transfer & Incoming Planning- Philanthropic Giving Assistance- Risk Management- Private Banking and Lending Services



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• First Vice President - Investments

  • Feb 2007 - Jun 2012



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Investments

  • Jul 1993 - Feb 2007