Profil
Mr. Ryan P.
Halliday is a Managing Partner at Crewe Advisors LLC.
His experience extends 20 years of working with clients and developing his expertise in the areas of investments, taxes, business succession, insurance, and estate planning for a comprehensive approach to wealth management.
He is a voting member of the firm’s Investment Committee.
Mr. Halliday earned his BS in Business Administration from the College of Saint Rose where he graduated Magna Cum Laude.
He holds a Masters of Finance from Walsh College in Michigan.
Postes actifs de Ryan Paul Halliday
| Sociétés | Poste | Début |
|---|---|---|
Crewe Advisors LLC
 Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014. | Directeur Général | 01/12/2014 |
Formation de Ryan Paul Halliday
| The College of Saint Rose | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Crewe Advisors LLC
Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014. | Finance |
