Nick Perry Location
United States
Nick Perry Work
- 2022 - now Partner | Family CFO @ Crewe Advisors
- 2019 - 2025 Board Member @ Hale Centre Theatre
- 2014 - 2022 Senior Vice President @ Key Private Bank
- 2018 - 2021 Board Member - Finance Chair and Executive Committee @ Youthlinc
- 2015 - 2021 Board Member - Finance Chair @ Eccles Community Art Center
- 2013 - 2014 Managing Director @ Cougar Capital - Venture Capital and Private Equity
- 2013 - 2014 Consultant @ Peterson Ventures
- 2013 - 2013 Investment Management @ Goldman Sachs
- 2007 - 2012 Global Investment Specialist @ J.P. Morgan
Nick Perry Education
- Brigham Young University Marriott School of Business
MBA
- CFA Institute2009
- W. P. Carey School of Business – Arizona State University
Bachelor of Science Degree
Nick Perry Skills
- Investment Advisory
- Selling Businesses
- Investments
- Portfolio Management
- Hedge Funds
- Financial Analysis
- Asset Allocation
- Equities
- Investment Strategies
- Strategy
Nick Perry Summary
Nick Perry, based in United States, is currently a Partner | Family CFO at Crewe Advisors. Nick Perry brings experience from previous roles at Hale Centre Theatre, Key Private Bank, Youthlinc and Eccles Community Art Center. Nick Perry holds a MBA @ Brigham Young University Marriott School of Business. With a robust skill set that includes Investment Advisory, Selling Businesses, Investments, Portfolio Management, Hedge Funds and more. Nick Perry has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Crewe Advisors Employees
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Jason Miller
President and Chief Operating Officer at Crewe Advisors
Salt Lake City, UT, US32 -
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Managing Partner at Crewe Advisors
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Partner at Crewe Advisors
Salt Lake City, UT, US14 -
Ryan Schlappi
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Nick Perry
Partner | Family CFO at Crewe Advisors
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Megan Slatter
Wealth Manager at Crewe Advisors
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Wealth Advisor at Crewe Advisors
Layton, UT, US32 -
Rylie Halliday
Director of Finance And Operations at Crewe Advisors
Salt Lake City, UT, US31 -
Ashley Landon
Analyst at Crewe Advisors
Salt Lake City, UT, US33 -
Ashley Landon
Investment Operations Manager at Crewe Advisors
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Ryan Anderson
Wealth Planner at Crewe Advisors
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Investment Research Manager at Crewe Advisors
Salt Lake City, UT, US2 -
Marshall Nelson
Wealth Advisor at Crewe Advisors
Salt Lake City, UT, US2
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