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Jason Crawshaw

Jason has spent 30+ years crafting a well-rounded finance career defined by the highest level of combined tax and investing expertise.  Armed with the CPA designation for all but two years of his career, Jason has filled the roles of CEO, COO, and CFO for distinguished financial organizations.  For the past 19 years he has assisted clients, both individuals & organizations alike, in achieving tax effective investment success by minimizing taxes while maximizing investment returns.

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Marcus Crawshaw 

Prior to his current role, for just over a decade, Marcus gained valuable experience managing a 50-member investment group implementing the very investment approach we use today.  Concurrently, Marcus was employed as an analyst/consultant by some of the top strategic management consulting firms.  This business and investment experience provided the foundation for his role the past 19 years.  An investment advisor building growth focused investment portfolios to meet our clients' goals.

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Andrew Moretine 

Prior to his current role, for just over a decade, Marcus gained valuable experience managing a 50-member investment group implementing the very investment approach we use today.  Concurrently, Marcus was employed as an analyst/consultant by some of the top strategic management consulting firms.  This business and investment experience provided the foundation for his role the past 19 years.  An investment advisor building growth focused investment portfolios to meet our clients' goals.

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Liam Lemay-Fruchter

Jason has spent 30+ years crafting a well-rounded finance career defined by the highest level of combined tax and investing expertise.  Armed with the CPA designation for all but two years of his career, Jason has filled the roles of CEO, COO, and CFO for distinguished financial organizations.  For the past 19 years he has assisted clients, both individuals & organizations alike, in achieving tax effective investment success by minimizing taxes while maximizing investment returns.

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Jimmy Monti

Prior to his current role, for just over a decade, Marcus gained valuable experience managing a 50-member investment group implementing the very investment approach we use today.  Concurrently, Marcus was employed as an analyst/consultant by some of the top strategic management consulting firms.  This business and investment experience provided the foundation for his role the past 19 years.  An investment advisor building growth focused investment portfolios to meet our clients' goals.

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Jimmy Monti

Prior to his current role, for just over a decade, Marcus gained valuable experience managing a 50-member investment group implementing the very investment approach we use today.  Concurrently, Marcus was employed as an analyst/consultant by some of the top strategic management consulting firms.  This business and investment experience provided the foundation for his role the past 19 years.  An investment advisor building growth focused investment portfolios to meet our clients' goals.

Developing Innovative Strategies

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CONTACT

Nothing makes us happier than to talk financial investments and strategy. Feel free to contact us at any time!

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