Nick Perry has joined Crewe Advisors as a partner and advisor to the Salt Lake City-based independent registered investment advisor (RIA), the company said.
Perry, an industry veteran with 15 years of experience, most recently served as senior vice president for Key Private Bank, managing portfolios for high-net-worth and ultra-high-net-worth clients. He has also managed client portfolios at JPMorgan and Goldman Sachs. He is the fifth new partner to join Crewe Advisors in the past eight months, according to Crewe Advisors Managing Partner Ryan Halliday.
“Having another partner to bring strategic value, investment insight and a growth mindset makes Nick a great asset to our team,” Halliday said in a news release. “However, our aligned values were an integral part of the decision to bring him on board.”
In his new role, Perry will work with clients to identify and prioritize their financial goals, then strategize a plan for achieving them through investment management, business succession, and estate planning, the release said. In addition to his background in planning, Perry is experienced in alternatives, private equity, and the hedge fund arena.
“I’ve been working toward this for years,” Perry said of his move to the independent space. “The Crewe team is building something special, and I’m excited to be part of the firm’s growth, have ownership in something and the opportunity to be part of the firm at an early stage.”
In addition to his accreditation as a chartered alternative investment analyst and a chartered financial analyst, Perry is also an active member of the CFA Institute. During his tenure at Key Private Bank, Perry was a three-time Signature Circle Award winner, an accolade reserved for only the top one or two wealth advisors in the country each year, the company said.
Perry graduated with honors from Arizona State University, where he received a bachelor’s degree. He also earned an M.B.A. degree from Brigham Young University.
In an email, Perry discussed the difference between a good advisor and a great one.
“Good advisors are competent in the technical aspects of investment management and comprehensive financial planning,” he said. “They give sound advice based on client needs and seek to minimize conflicts of interest. They strive to put clients’ interests above all else. Great advisors do all that plus have the emotional intelligence to be able to guide clients through challenging times and difficult conversations and decisions.”
Financial Advisor asked Perry why he has chosen this particular time to go independent by joining Crewe Advisors as a partner, and not sooner.
“The wealth management industry has continued to evolve to support independent advisors,” he said in the email. “The support advisors get from custodians and technology providers has made it possible to be a true independent, fiduciary advisor without compromising access to solutions for clients. I made the move to Crewe Advisors for the opportunity to serve clients in a truly objective manner and to be surrounded by oustanding, like-minded professionals. The client-first cluture and talent at Crewe is special and I could not be more excited to be a part of the organization.”
Founded in Salt Lake City in 2015, Crewe Advisors is a multifamily office operating as a fee-based independent SEC registered investment advisor with over $1 billion in client assets.
