Tag: News & Media

Utah’s Business Journal, The Enterprise, covers news of Nick Perry joining the team as partner and
advisor at Crewe Advisors. The piece goes on to note that Perry brings 15 years of industry experience to the team and will work with clients to meet their goals across investment management, business succession and estate planning.

Dustin Thackeray, chief investment officer at Crewe Advisors, is included in George Utley’s article for
With Intelligence exploring the firm’s search for private credit managers in the middle market senior debt
space. “Right now we’re opting towards the more conservative, more senior debt, first lien. So low debt-
to-EBITDA marks. We see that there is good value on these middle market companies relative to the very
large structures, and we like that right now,” explains Thackeray.

Ben Mattlin includes Dan Sudit, partner at Crewe Advisors, in his latest article for Financial Advisor
Magazine exploring whether or not annuities make sense in times of economic turmoil and uncertainty.
RILA, a relatively new type of variable annuity, can be a great option for providing both protection and
growth. “For a consumer who fears loss and is seeking to mitigate uncertainty, a RILA is empowering and comforting,” shares Sudit

The Associated Press covers news of the addition of Nick Perry as a partner and wealth advisor at Crewe
Advisors. Perry, who previously worked at KeyBank, JP Morgan and Goldman Sachs, will bring a wealth
of knowledge of the hedge fund industry as well as experience managing high net worth and ultra-high net worth individuals.

Karen Langley at The Wall Street Journal includes thoughts from Louise Goudy Willmering, CFA, partner of Crewe Advisors, on the longevity of consumer staples stocks. Goudy Willmering explains that we’re seeing a resurgence of the value stocks that were unpopular during the pandemic. “The boring, slow-growth, high-quality companies are doing well. Those kinds of things which were not as appealing and sexy in the tech bonanza of the pandemic have been continuing to grow,” says Goudy Willmering.

Financial Planning highlights news of Ryan Schlappi’s move from J.P. Morgan to join Crewe Advisors as a partner in the Scottsdale, Arizona office. “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,” comments Schlappi.

The Associated Press features news from Crewe Advisors of Ryan Schlappi joining as a partner in its Scottsdale, Arizona office. Schlappi previously managed more than $1 billion during his tenure at JP Morgan Private Bank and brings a wealth of expertise in the Arizona, Nevada and Utah markets.

Louise Goudy Willmering, partner at Crewe Advisors, joins Yahoo! Finance to discuss inflation-hedging tips for those saving for retirement. “I think it is necessary to make sure that you have enough money for the next six months to a year on hand to weather those shocks. Stocks have been a good way over time to protect the purchasing power of the assets that you have. So I do think a balanced mix of stocks, making sure that you have enough liquidity on hand to take care of short-term shocks is a great way to go,” says Goudy Willmering.

Louise Goudy Willmering, partner at Crewe Advisors,  joins TD Ameritrade Network to discuss factors driving market uncertainty as well as her sector picks including healthcare