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.
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.
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.
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.
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.
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.