Ryan Halliday

Ryan Halliday is Managing Partner at Crewe Advisors in Salt Lake City, UT, where he leads the firm's commitment to delivering comprehensive wealth management services to affluent families and high-net-worth individuals. With over 25 years of experience, he oversees client strategy across investments, taxation, business succession, insurance, and estate planning, ensuring a holistic and customized approach to wealth management.

His expertise spans multiple asset classes and sectors, with particular focus on portfolio allocation, tax-efficient investing, and intergenerational wealth transfer for both families and business owners. Ryan's leadership has positioned Crewe Advisors to offer multi-family office-level support, leveraging their expertise to address the complexities of business succession and philanthropic planning, as well as the integration of investment banking capabilities for sophisticated client needs.

Previously, Ryan was President and Managing Partner at Wealth Navigation Advisors and a Wealth Manager at Contango Capital Advisors. He holds an MS in Finance from Walsh College and a BS in Business Administration, magna cum laude, from The College of Saint Rose, where he is also a trustee. His notable achievements include building from the ground up one of Utah’s prominent RIA firms and consistently advancing industry best practices in tax and estate planning.