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
Dan Sudit, partner at Crewe Advisors, tells Alisa Wolfson at MarketWatch that the best place to start when looking for a financial adviser is with
Crewe’s Investment Bank (Crewe) has added two experienced executives to its ranks, enhancing the firm’s expertise and service offerings. Morgan Edwards and Paul Leck join the team as capital markets specialists.
With 25 years of industry experience, Edwards takes on the role of managing director, head of debt capital markets. Holding previous posts at Morgan Stanley, Bear Stearns and Macquarie, Edwards has closed hundreds of
Matt Whittaker of US News and World Report includes insight from Dustin Thackeray, chief investment officer with Crewe Advisors when recommending hot energy stocks. “There
Tech was just very highly valued, very overbought,” said Dustin Thackeray, chief investment officer at Crewe Advisors. “It was certainly due for a pullback.”
John Coumarianos with Citywire includes insight from Dan Sudit, partner of Crewe Advisors, in an article explaining the recent market correction. He explains that the
Jess Menton includes insight from Dustin Thackeray, partner and chief investment officer of Crewe Advisors, in her article examining stocks closing at a record highs.
