| Name | Title | Contact Details |
|---|---|---|
Jaclyn Hurst |
Head of Digital Marketing and Campaigns | Profile |
Garrett Pickering |
Global Head of Threat Detection | Profile |
Nicholas Allegrini |
VP, HR Business Partner | Profile |
Katie Spector |
Vice President of Brand and Marketing | Profile |
Lindsay Daniel |
SVP, Head of HR - Public Investments | Profile |
First Farmers is a Columbia, TN-based company in the Financial Services sector.
CornerStone State Bank is a Montgomery, MN-based company in the Financial Services sector.
BayernLB is a New York, NY-based company in the Financial Services sector.
Beacon Bank is a Excelsior, MN-based company in the Financial Services sector.
We are a boutique investment advisory firm inspired by the larger purpose: to protect wealth, ease stress, and empower dreams. We partner with you across every aspect of financial life to solve complex problems, get rid of your worries, and achieve your goals - giving you the peace of mind to focus on what matters most to you. We make this possible by leveraging decades of collective experience and delivering customized planning, comprehensive wealth management, and highly personal family office services. Above all, we are a culture of CARE - inspired and driven by core principles that guide our actions and fuel our passion to protect your family for today and future generations. Crescent Harbor Private Wealth is aligned with Sanctuary Wealth, an advanced platform for elite independent advisors. Through Sanctuary, we can provide access to an array of investment vehicles and unbiased options. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Crescent Harbor Private Wealth is a OBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.