Salt Lake City—Crewe Advisors (Crewe) today announced a strategic partnership with James Davenport, CFP® and his team of three associates. Davenport joins as a partner at the Salt Lake City RIA which anticipates breaking $2 billion in assets under management this year.
“I’ve known the Crewe team for several years and have admired the business they’ve built. There was a true connection and parallels in the way we operate and serve clients”Post this
Davenport has spent two decades building his advisory practice serving high-net-worth clients through a holistic approach, finding the connectivity between client goals and wealth management.
“I’ve known the Crewe team for several years and have admired the business they’ve built. There was a true connection and parallels in the way we operate and serve clients,” said Davenport. “It’s energizing to bring our combined resources together to ultimately benefit our clients.”
Davenport is joined by fellow colleagues Mikaila Curtis, Brianna Newson and Tanner McQuiston, CFA.
“We are thrilled to bring James, Mikaila, Brianna and Tanner on board. We’ve designed Crewe to be a destination for advisors who want to serve clients with multi-family office-level support,” said Ryan Halliday, Managing Partner of Crewe Advisors and a 20-year veteran of the financial services industry. “Having Crewe Foundation and investment banking capabilities through Crewe Capital offers James’s clients new planning opportunities and, simultaneously, the new team strengthens our ability to serve our existing clients.”
In September, Crewe Advisors announced its relocation within Salt Lake City to accommodate its rapidly expanding team of advisors.
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
Tyler Bachik
Gregory FCA for Crewetylerb@gregoryfca.com610.849.6806