![Dustin Chad Thackeray](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Dustin Chad Thackeray
Chief Investment Officer bei Crewe Advisors LLC
Profil
Mr. Dustin C.
Thackeray, CFA, is a Chief Investment Officer & Partner at Crewe Advisors LLC.
He 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.
Mr. Thackeray is a Chartered Financial Analyst charter holder.
He holds a BS in Business Administration with an emphasis in Finance from Weber State University where he graduated Cum Laude.
Aktive Positionen von Dustin Chad Thackeray
Unternehmen | Position | Beginn |
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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. | Chief Investment Officer | 01.02.2015 |
Ausbildung von Dustin Chad Thackeray
Weber State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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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 |