Dan Sudit

Dan Sudit is a Partner at Crewe Advisors in Salt Lake City, Utah, where he provides comprehensive financial counseling and investment management to high-net-worth individuals, families, and entrepreneurs. His key responsibilities include overseeing client portfolios, guiding wealth preservation and transfer strategies, and acting as a fiduciary to help clients align their financial objectives with their life goals.

Dan's investment focus spans across public and private markets, with particular expertise in asset allocation, tax-advantaged investing, risk management, and complex estate planning strategies. He is recognized for a holistic approach to wealth management, coordinating not only investment portfolios but also tax, legal, philanthropic, and succession planning needs for his clients.

With over 20 years of experience in the investment industry, Dan previously held senior leadership roles as Managing Director at BMO Financial Group and Regional Director at Contango Capital Advisors. He holds a Master of Laws from Georgetown University Law Center, a Doctor of Jurisprudence from New England Law | Boston, and a Bachelor of Arts in Political Science from the University of California, Berkeley, underpinning his expertise in legal and regulatory aspects of wealth management.