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Ashley Landon

Ashley Landon

Analyst at Crewe Advisors LLC

Salt Lake City, UT , United States

About

Ashley Landon is an Analyst at Crewe Advisors LLC in Salt Lake City, UT, with a career spanning over a decade in financial services. She is responsible for compiling market research, supporting investment operations, and contributing to the development of robust investment portfolios. Her expertise includes investment analysis, portfolio management, and strategic planning, with a focus on delivering tailored solutions for clients in the wealth management sector.

Ashley specializes in analyzing a broad range of asset classes, including equities, fixed income, and alternative investments. She plays a key role in supporting the investment team by conducting due diligence, monitoring market trends, and ensuring portfolios are aligned with client objectives. Her work is integral to the firm’s approach to risk management, tax planning, and executive counseling for high-net-worth individuals and families.

Prior to her current role, Ashley held positions as Director of Operations and Marketing Associate at Crewe Advisors, and has experience in investment banking. She holds an MBA from Utah State University’s Jon M. Huntsman School of Business and a Bachelor’s degree in Political Science from Brigham Young University. Ashley is a CFA® charterholder and has contributed to the firm’s growth through her analytical rigor and commitment to client service.

Career History

OrganizationRoleDate RangeDetails
Crewe AdvisorsAnalystOct 2015 to Present
CREWE | Investment BankingDirector of OperationsFeb 2014 to Oct 2015
CREWE | Investment BankingMarketing AssociateOct 2012 to Jan 2014
Logan High South CampusPAWS AmeriCorpsAug 2010 to May 2012
The Scottish ParliamentMSP InternMay 2008 to Jul 2008

Education

Utah State University - Jon M. Huntsman School of Business

MBA

2011 2012

Brigham Young University

Bachelors, Political Science

2006 2010

Skills & Expertise

Microsoft Office
SPSS
QuickBooks
Public Speaking
Fundraising
Editing
Volunteer Management
Data Analysis
Strategic Planning
Design Thinking
Stata
Event Planning
Leadership
Marketing
Research
Project Management
Community Outreach
Finance

Others at Crewe Advisors LLC (10)

NameRoleLocation
Ariel Horowitz
Ariel Horowitz
AssociateSalt Lake City, UT , United States
Dan Sudit
Dan Sudit
PartnerSalt Lake City, UT , United States
J
James Davenport
PartnerSalt Lake City, UT , United States
Louise Willmering
Louise Willmering
PartnerScottsdale, AZ , United States
Ryan Halliday
Ryan Halliday
Managing PartnerSalt Lake City, UT , United States
R
Ryan Schlappi
PartnerScottsdale, AZ , United States
Josh H.
Josh H.
Senior Investment AnalystProvo, UT , United States
K
Kimberly Mawk
Senior AssociateScottsdale, AZ , United States
Kira Rasmussen
Kira Rasmussen
Investment Research ManagerSalt Lake City, UT , United States
Z
Zenia Rodriguez
AssociateBountiful, UT , United States

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