Managing Partner

Ryan Halliday

Ryan is the Managing Partner of Crewe Advisors. Ryan established the firm to drive his vision of what it means to provide exceptional service to affluent families. 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. Ryan is a voting member of the firm’s Investment Committee.

Ryan earned his BS in Business Administration from The College of Saint Rose where he graduated Magna Cum Laude. He holds an MS in Finance from Walsh College in Michigan. Ryan is a trustee for The College of Saint Rose in Albany, New York.

Partner

Dan Sudit

Dan is a Partner of Crewe Advisors. He brings over 20 years of experience in comprehensive financial counseling and investment management. Dan specializes in crafting sophisticated tax and estate planning strategies for high-net-worth individuals, business owners, senior executives of Fortune 500 companies, and non-profit organizations. Dan is a voting member of the firm’s Investment Committee.

Dan earned his BA from the University of California at Berkeley, his Juris Doctorate from the New England School of Law, and an LL.M. in Taxation from Georgetown University Law. His work has been published in the Wall Street Journal, Entrepreneur Magazine, and Financial Advisor Magazine, among other publications.

Chief Investment Officer & Partner

Dustin Thackeray

Dustin is a Partner and the Chief Investment Officer of Crewe Advisors. Dustin brings over 17 years of experience in private wealth investment management. He is responsible for charting the direction that guides investment management decisions for client portfolios. He is Chair of the Investment Committee, which oversees investment matters including market research, asset allocation, risk management, investment manager due diligence, and portfolio implementation and monitoring.

Dustin is a Chartered Financial Analyst® Charterholder and a member of CFA® Society Salt Lake. He holds a BS in Business Administration with an emphasis in Finance from Weber State University where he graduated Cum Laude.

Partner

Michael Bennett

Michael is a Partner of Crewe Advisors. and adds value to client portfolios with his strong professional background and over 14 years of experience in direct investments, real estate, private equity, private credit, hedge funds, investment banking, and venture capital.

Michael earned his BA from Brigham Young University and his graduate degree from the Saïd Business School at the University of Oxford. He is actively involved in his community and serves on the Board of Directors of CharityVision.

Partner & Chief Operating Officer

Jason Miller

Jason is a Partner and the Chief Operating Officer of Crewe Advisors. He joined Crewe in 2021 and brings over 20 years of progressive leadership experience in wealth management.

Jason earned his BS in Finance, cum laude, from the W.P. Carey School of Business at Arizona State University and his MBA with an emphasis in Finance from the Marriott School of Business at Brigham Young University. In addition, Jason is a CERTIFIED FINANCIAL PLANNER™ certificant, a Certified Private Wealth Advisor® professional, and an Accredited Wealth Management AdvisorSM designee.

Jason is a member of the BYU Management Society and is a past President and Chairman of the Financial Planning Association of Greater Phoenix.

Recognition: 40 Under 40 – InvestmentNews, Phoenix Business Journal, AZ Business Magazine

Partner

Louise Goudy

Louise is a Partner with Crewe Advisors, bringing over 30 years of experience in private wealth management.  Louise specializes in investment management, supporting clients in helping them meet their long-term goals by creating custom investment strategies for client portfolios. Louise is a voting member of the firm’s Investment Committee.

Louise is a Chartered Financial Analyst Charterholder and a member and a past president of CFA Society Phoenix.  She holds a BS in Finance from University of Arizona.

Partner

Kris Yamano

Kris joined Crewe Advisors as a Partner in 2021 and brings nearly 20 years of experience in overseeing the strategic development and delivery of customized wealth planning services to high-net-worth individuals and families, including senior executives and business owners. After spending close to a decade in public accounting focused on creating sophisticated income, estate and business transition planning strategies for her clients, Kris transitioned into the wealth management industry.  In her current role, Kris leverages her tax knowledge and planning expertise to provide a holistic approach to wealth management that aligns a client’s financial goals with their life & values.

Kris earned her Bachelor of Arts degree from the University of California, Los Angeles, and her J.D./M.B.A. from Chapman University. She currently serves on the Executive Committee for the Board of Trustees for the Arizona Center for Nature Conservation (Phoenix Zoo) and as the Chair of the Finance Committee for the Arizona Council on Economic Education.

Recognition: The Most Influential Women in Arizona Business for 2021 – AZ Business

Partner

Ryan Schlappi

Ryan is a Partner with Crewe Advisors, providing comprehensive investment, financial, and estate planning services to high-net-worth and ultra-high-net-worth individuals, families, endowments, and foundations. He crafts personalized advice and recommendations based on the core principles of understanding client goals and objectives, recommending comprehensive investment strategies, managing risk, and monitoring and re-balancing portfolios. Ryan is a member of the Investment Committee.

Ryan earned his Bachelor of Science in Financial Services from Brigham Young University. Ryan enjoys all sports, anything outdoors, and spending time with his wife and 9 children.

Partner

Nick Perry

Nick is a Partner with Crewe Advisors and brings over 15 years of experience serving high net worth families, individuals, foundations, and institutions in areas of business succession, wealth planning, comprehensive investment management, custom lending solutions, and estate planning.

Nick earned his Bachelor of Science degrees in Economics, summa cum laude, and Supply Chain Management, summa cum laude, from the W.P. Carey School of Business at Arizona State University and graduated with his MBA from the Marriott School of Business at Brigham Young University. He holds the Chartered Financial Analyst (CFA®) designation (2009) as well as the Chartered Alternative Investment Analyst (CAIA®) designation (2019).

Nick currently serves on the Board of the Hale Centre Theatre and has served as the past Board Finance Chair of the Eccles Community Art Center.

He enjoys experiencing all the adventures of life together with his wife and 4 children.

Chief Compliance Officer

Hayley Nelson

Hayley joined Crewe Advisors in 2018 as the Chief Compliance Officer and is responsible for overseeing the firm’s compliance program. She is the founder and president of NCA Compliance, Inc., a compliance consulting firm based in Seattle. She previously spent eight years working at First Eagle Investment Management in New York as a Director of Compliance. Prior to joining First Eagle, she worked for five years in the Los Angeles office of the U.S. Securities and Exchange Commission, where she examined registered investment advisors and investment companies. While at the SEC, she received a national award for outstanding performance and testified on behalf of the government agency on multiple occasions. Prior to joining the SEC, she worked for a dual-registered investment advisor in Los Angeles and an institutional broker-dealer in New York.

She holds an MBA with a major in Finance from the University of Toronto and a BA in Political Science from the University of British Columbia in Vancouver, Canada. She has passed the Series 7, 24, 63, and 66 examinations.

Wealth Advisor

Megan Slatter

Megan is a Wealth Advisor, with over 10 years of experience in the financial services industry. Megan constructs and recommends customized long-term financial plans to help clients meet their personal goals. She also works to build tax, retirement, and estate planning strategies in order to provide a comprehensive overview and path of their client portfolios and a roadmap to help clients achieve their long-term objectives.

Prior to Crewe, she worked as a Chief Operations Officer for a registered investment advisor as well as other managerial and strategic roles within the financial services industry. Megan earned her BS in Behavioral Science and Health from the University of Utah.

Wealth Advisor

Marshall Nelson

Marshall is a Wealth Advisor with 6 years of experience in the investment advisory industry. He focuses on working with clients to create and recommend a long-term wealth strategy structured around their goals. He also helps analyze prospective clients’ portfolios and advises on what steps make the most sense to help them achieve their long-term financial objectives.

Marshall earned his Bachelor of Science degree in Experience Design & Business Management from the Marriott School of Business at Brigham Young University.

Investment Analyst

Ashley Landon

Ashley is an Analyst on the investment team at Crewe Advisors, compiling market research and seeking to ensure strong investment portfolios through due diligence. She partners with the CIO to research and prepare materials for the Investment Committee. She also works across advisory teams to ensure the accuracy and timely production of reports.

Prior to joining Crewe, Ashley worked as the Director of Operations for a boutique investment bank and has experience in the non-profit sector. Ashley is a graduate of Brigham Young University with a BA in Political Science. She holds an MBA from the Huntsman School of Business at Utah State University. She is also a Level II candidate for the CFA program.

Junior Investment Analyst

Josh Hancock

As a Junior Analyst on the Investment Team, Josh assists with research and diligence on various types of investments to help provide the best selection of investment opportunities to clients. Additionally, Josh helps handle the day-to-day operations pertinent to the investment process to support the firm’s advisors.
Josh earned his BS in Finance from the Woodbury School of Business at Utah Valley University and is currently a candidate in the CFA Program, having passed the CFA Level 1 Exam. He hopes to obtain the CFA charter and build a career in investment management.

Director of Operations

Rylie Halliday

Rylie is an Associate with Crewe Advisors on the operations team. She provides support in operational functions that help maintain the firm’s commitment to providing unparalleled client service. She specializes in structuring internal firm processes and supporting business development. Rylie designed and currently manages the Intern Program.

Rylie earned her BS in Finance from the Eccles School of Business at the University of Utah and is currently pursuing her CFP designation through Boston University.

Senior Client Services Associate:

Ike Lewis

As a Senior Associate, Ike provides comprehensive servicing functions for clients, serving as a primary point of contact for clientele and preparing meeting materials, financial planning exhibits, and projections. Ike collaborates with advisors to help them construct and facilitate the implementation of financial plans to help meet client goals.

Ike has over 15 years of experience in the marketing and financial services industries, where he continues to develop critical interpersonal and technical problem-solving skills that benefit clients’ objectives. He will earn his BS from the College of Engineering, Applied Science & Technology at Weber State University.

Senior Client Services Associate

Kimberly Mawk

Kimberly is a Senior Associate with Crewe Advisors, providing comprehensive servicing functions for clients and serving as a primary point of contact for clientele. She collaborates with advisors to help them construct and facilitate the implementation of financial plans to help meet client goals. Kimberly prepares meeting materials, financial planning exhibits, and projections.

Kimberly has over 25 years of experience in the financial services and wealth management industry.  She continues to develop critical interpersonal and technical problem-solving skills that benefit clients’ objectives.

Client Services Associate

Zenia Rodriguez

Zenia is an Associate, working with clients to provide a positive experience and focusing on the preparation and integration of client information, material, and reports.  She also provides comprehensive servicing functions for clients, serving as a primary point of contact for clientele and preparing meeting materials and financial reports.

Zenia has over 22 years of experience in administrative roles, including working as an Executive Assistant for various private equity firms. 

Client Services Associate

Ariel Horowitz

 Ariel is a Client Services Associate with Crewe Advisors, serving as a primary point of contact and providing support for the Clients of three firm advisors. She works with clients to provide a positive experience and focuses on the preparation and integration of client information, material, and reports.

Ariel has several years of experience in financial services and in operations prior to joining Crewe Advisors. She earned her degree from Brigham Young University – Idaho. Ariel serves as a Mentor in the Big Brother/Big Sister program.

Receptionist

Brooklyn Taunima

As a receptionist, Brooklyn manages the front desk and offers administrative support throughout the company. She greets clients over the phone as well as those who visit the office. Brooklyn also assists the marketing team and is interested in cultivating a strong brand for Crewe.

Brooklyn is currently earning her BS in Health Education from Utah Valley University and will graduate in 2023.