Managing Partner & Chief Wealth Strategist

With 22 years in finance, Amelia brings both warmth and sharp strategy to legacy-focused families. Her story began in her father’s hardware store — where she first learned the power of financial stewardship.

Director of Investment Management

Nathan’s calm demeanor and love for market analytics grew out of a childhood fascination with charts. He’s managed over $800M in diverse portfolios over the past 18 years.

Head of Tax & Planning

Priya's tax acumen stems from working with immigrant families like her own. She specializes in high-net-worth cross-border planning and has lectured at UCLA and NYU.

Director of Estate Strategy

Jordan crafts legacy blueprints rooted in each client’s values. A former estate litigator, he now finds joy in proactive planning that avoids conflict and preserves harmony.

Senior Advisor – Women & Wealth

Evelyn leads our initiative for empowering women-led households, with a background in behavioral finance and a mission rooted in her own journey as a single parent turned entrepreneur.

Chief Investment Strategist

Alan guides clients through volatile markets with a calm confidence sharpened over 20 years. Raised in a family of physicians, his precision translates to portfolio performance.

Director of Liquidity & Business Planning

Cassandra’s background in corporate banking and startup advisory gives her unique insight into founders' liquidity events. She’s helped over 40 entrepreneurs exit on their terms.

Tax Strategist & Private Client Advisor

Henry spent 12 years with a Big 4 accounting firm before joining Capital Crest to focus on tax planning for families with over $10M in net worth. Known for turning stress into clarity.

Family Office Advisor

Michelle manages multi-generational planning for Asian-American families. She integrates cultural values with sophisticated tools, helping clients transition wealth with grace and respect.

Senior Wealth Advisor

Darius is a first-generation college graduate turned wealth expert who now coaches athletes and entertainers on generational wealth. He leads with purpose, and clients trust his candor.

Portfolio Architect

Jonathan blends his experience in fintech with traditional investment principles, managing over $500M for institutional and high-net-worth families. His work balances innovation with trust.

Financial Wellness Educator

Rebecca empowers next-gen clients with financial education. Her courses have reached over 10,000 students, and her clients appreciate her clarity and empathetic coaching style.

Quantitative Investment Analyst

With a PhD in statistics and a passion for data, Eric engineers proprietary models that guide our risk management decisions. He’s helped cut client volatility exposure by 22% in the last 3 years.

Philanthropy & Legacy Advisor

Sarah guides clients in creating meaningful giving strategies. Her background in nonprofit law supports tax-efficient structures that preserve wealth and inspire generational generosity.

Senior Tax Strategist

Michael integrates complex tax planning into the heart of client strategies. With 25+ years in advanced tax consulting, he has saved clients over $30M in tax liability through precision planning.

Family Office Relationship Manager

Julia specializes in multi-generational family wealth structures. Her career began in private equity before transitioning to personal advisory, where she brings a hands-on, deeply personal touch.

Wealth Planning Strategist

Brandon's personal journey of building wealth from modest roots drives his empathetic, values-based planning. He’s known for helping business owners design long-term growth and exit strategies.

International Estate Advisor

Laura supports expat and cross-border families with estate strategies that reflect global complexity and cultural sensitivity. She has authored legal guides on inheritance law in 3 jurisdictions.

Chief Risk Officer

Kevin leads risk management for our portfolios, modeling complex market scenarios. His conservative frameworks shield clients from economic shocks and support long-term capital resilience.

Director of Client Experience

Aisha ensures every Capital Crest interaction is seamless and meaningful. A career switcher from luxury hospitality, she applies concierge-level detail to financial services.

Senior Tax Advisor

Thomas combines deep tax expertise with a focus on family-owned businesses. He's helped multiple clients save six figures through strategic entity structuring and succession planning.

Generational Wealth Planner

Emily helps first- and second-generation families plan multi-decade strategies. Her work in cultural estate planning bridges generations with empathy and clarity.

Estate Planning Counsel

Steven brings over 18 years of experience in estate law. His bespoke strategies ensure clients protect their values, family legacy, and philanthropic goals.

Client Relationship Director

Alexis ensures each client receives personalized and consistent care. She’s known for turning complex processes into clear paths, and maintains a 98% client retention rate.

Director of Research

Jason applies advanced analytics to uncover long-term investment themes. Under his leadership, research insights have boosted client portfolio performance by an average of 3.2% annually.

Life Planning Consultant

Natalie focuses on aligning wealth with personal fulfillment. Clients credit her for helping them find clarity not just financially, but in their life's purpose and family values.

Tax Optimization Consultant

Marcus’s background in corporate finance gives him unique insight into executive tax planning. He’s helped senior leaders across industries reduce tax exposure by up to 40%.

Impact Investment Advisor

Grace integrates ESG strategies into client portfolios. She has directed over $150M in sustainable investments, aligning financial returns with meaningful outcomes.

Wealth Transfer Counsel

Daniel specializes in complex estate planning for ultra-high-net-worth families. His strategies have preserved over $400M in multigenerational wealth to date.

Head of Strategic Partnerships

Bianca builds the alliances that enhance client solutions. Her previous roles in private banking and fintech enable her to create partnerships that accelerate innovation and service quality.

Chief Market Strategist

Henry’s data-driven forecasts have helped institutional and private investors navigate complex cycles. His strategic calls during volatile markets have earned national recognition.

Cross-border Financial Advisor

Olivia supports international families with U.S. financial integration. She has advised on over $90M in cross-border assets and compliance, simplifying a complex journey.

Wealth Planning Architect

With 25 years in portfolio construction, William builds cohesive wealth plans for multi-generational families. His approach led to a 40% improvement in goal success rates.

Tax Strategy Executive

Janelle helps high-earning professionals minimize tax liability through custom planning. Her advanced degree in tax law has made her an invaluable asset for tech founders and physicians.

Quantitative Analyst

Brian integrates machine learning and financial theory to optimize models. His innovations have shaved volatility by 2.8% across select portfolios while maintaining returns.

Estate and Trust Consultant

Megan brings clarity and compassion to estate transitions. She’s structured over 350 trust vehicles tailored to family legacies, philanthropic aims, and tax efficiency.

Director of Business Owner Advisory

Andre partners with entrepreneurs to prepare liquidity events and legacy planning. His strategic input has enabled 7-figure exits and philanthropic frameworks.

Client Experience Strategist

Katherine blends behavioral finance with strategy to enhance client outcomes. She's led multiple client engagement revamps that have doubled net promoter scores.

Tax Compliance Specialist

Michael's precision in navigating changing tax codes ensures no opportunities are missed. He maintains a 100% audit-pass rate across client filings for 5 consecutive years.

Legal and Planning Liaison

Rachel connects the legal and financial dots for clients with multi-state or cross-jurisdictional assets. Her seamless coordination has helped clients navigate generational transitions smoothly.

Private Wealth Advisor

Ethan has guided high-income tech professionals through RSUs, IPOs, and tax-efficient exits. His work helped one startup founder realize $15M in net gains post-tax.

Tax and Audit Consultant

Naomi helps private equity and venture capital partners manage intricate K-1 and pass-through entity structures. Her accuracy ensures seamless compliance and strategic advantage.

Estate Design Specialist

George’s legal insights shape comprehensive estate plans. He recently advised on a $50M family trust with asset protections across three generations and charitable foundations.

Investment Strategist

Alicia spearheads ESG investment integration at Capital Crest. Under her strategy, sustainable portfolios gained 12.3% YoY without compromising on returns.

Portfolio Risk Analyst

David uses advanced Monte Carlo simulations to model client goals. His models have guided over 600 families in sustaining financial security through market turbulence.

Senior Tax Strategist

With 30+ years in accounting, Patricia is a master at high-net-worth tax deferral techniques. Her Roth conversion timing and QCD strategies have saved clients millions cumulatively.

Wealth Transition Counsel

Jordan's legal expertise in inheritance planning has safeguarded estates worth over $200M. His work bridges family values with smart succession plans.

Financial Life Planner

Sophia excels at aligning money with meaning. She’s helped couples merge finances, retire early, and design charitable plans that reflect their deepest values.

Family Office Advisor

Marcus coordinates family governance, philanthropy, and investment across multiple generations. His stewardship has been key to sustaining $500M+ family enterprises.

Senior Investment Advisor

Evelyn manages diversified portfolios with an emphasis on capital preservation. Her strategies have consistently outperformed benchmarks with lower drawdowns for retirees.

Quantitative Investment Analyst

Greg’s data-driven portfolio designs combine AI forecasting with behavioral economics. His models have improved alpha by 4.7% for institutional clients.

Behavioral Finance Researcher

Helen bridges neuroscience and finance to optimize decision-making. She’s published in top journals and trains our advisors on cognitive biases affecting wealth management.

Client Success Partner

Isaac helps clients align financial tools with legacy goals. A former nonprofit board chair, he excels at weaving purpose into investment planning for multigenerational families.

Director of Estate Structuring

Rachel’s dual legal and planning background lets her design airtight estate frameworks. She’s helped protect over $800M in multigenerational family wealth from taxation and probate.

Tax Optimization Partner

Carlos helps executives unlock equity compensation and minimize AMT. His planning on NQSOs and incentive stock options has helped clients save $1.2M+ in cumulative tax liabilities.

Business Succession Planner

Samantha specializes in exit planning for entrepreneurs. Her expertise helped one founder navigate a $75M buyout with tax deferral strategies and seamless family transition.

Global Markets Strategist

Jonathan brings a macroeconomic lens to client portfolios, forecasting inflationary trends and currency shifts. He recently steered clients clear of international market volatility in Q1 2024.

Client Experience Officer

Michelle ensures each client touchpoint delivers clarity and care. She designed the firm’s onboarding experience, which earned a 98% satisfaction score in 2024 surveys.

Wealth Structuring Counsel

Eric helps cross-border families navigate U.S. estate and gift taxes. His trust structures have protected international clients with over $400M in U.S. assets.

Tax Advisory Manager

Olivia focuses on charitable and legacy gifting. Her donor-advised fund and private foundation planning helped one tech couple gift $10M while preserving portfolio flexibility.