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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crewe Advisors | Analyst | Oct 2015 to Present | — |
| CREWE | Investment Banking | Director of Operations | Feb 2014 to Oct 2015 | — |
| CREWE | Investment Banking | Marketing Associate | Oct 2012 to Jan 2014 | — |
| Logan High South Campus | PAWS AmeriCorps | Aug 2010 to May 2012 | — |
| The Scottish Parliament | MSP Intern | May 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
Others at Crewe Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
| Associate | Salt Lake City, UT , United States | |
| Partner | Salt Lake City, UT , United States | |
J James Davenport | Partner | Salt Lake City, UT , United States |
| Partner | Scottsdale, AZ , United States | |
| Managing Partner | Salt Lake City, UT , United States | |
R Ryan Schlappi | Partner | Scottsdale, AZ , United States |
| Senior Investment Analyst | Provo, UT , United States | |
K Kimberly Mawk | Senior Associate | Scottsdale, AZ , United States |
| Investment Research Manager | Salt Lake City, UT , United States | |
Z Zenia Rodriguez | Associate | Bountiful, UT , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Associate | North Capital, Inc. | Salt Lake City, UT , United States | |
| Associate | Drive Wealth Management, LLC | Lindon, UT , United States | |
| Chief Investment Officer | Drive Wealth Management, LLC | Salt Lake City, UT , United States | |
C Chris Heyman | Chief Investment Officer | Rovin Capital /ut/ /adv | Provo, UT , United States |
| Sr. Portfolio Manager Private Debt fund | Rovin Capital /ut/ /adv | Salt Lake City, UT , United States |