About
Kira Rasmussen is the Investment Research Manager at Crewe Advisors in Salt Lake City, UT, where she leads the firm's investment research efforts and contributes to strategic asset allocation decisions for client portfolios. Her role includes in-depth analysis of public and private markets, with a focus on due diligence, market research, and evaluating investment opportunities across multiple asset classes.
Previously, Kira served as an Investment Analyst and Junior Research Analyst at Summit Global Investments, where she gained experience in quantitative and fundamental analysis of equities, fixed income, and alternative investments between 2021 and 2025. Throughout her career, she has developed expertise in sectors including U.S. equities, global fixed income, and alternative investments, with a strong emphasis on portfolio construction and risk assessment.
Kira holds a Bachelor of Science in Mathematical Sciences from UC Santa Barbara, along with additional mathematics studies at Lund University, enhancing her analytical and quantitative skill set. Her contributions to the investment industry center around advancing rigorous research standards and supporting sophisticated investment solutions for institutional and private clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crewe Advisors | Investment Research Manager | Aug 2025 to Present | — |
| Summit Global Investments | Investment Analyst | Oct 2022 to Aug 2025 | — |
| Summit Global Investments | Junior Research Analyst | Sep 2021 to Oct 2022 | — |
| Goldman Sachs | Junior Analyst | Feb 2021 to Sep 2021 | — |
| Alder Holdings, LLC | Billing Specialist | Nov 2020 to Feb 2021 | — |
Education
UC Santa Barbara
Bachelor of Science - BS, Mathematical Sciences
2016 — 2020
Lund University
Mathematics
2019 — 2019
Mammoth High School
2012 — 2016
Others at Crewe Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
| Associate | Salt Lake City, UT , United States | |
| Analyst | 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 |
Z Zenia Rodriguez | Associate | Bountiful, UT , United States |
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| 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 |
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