About
Ryan Schlappi is a Partner and Wealth Advisor at Crewe Advisors based in Scottsdale, AZ, where he provides comprehensive investment, financial, tax, business succession, and estate planning services to high-net-worth and ultra-high-net-worth clients. His role centers on developing deeply personalized and unbiased recommendations tailored to the objectives of affluent families, integrating a full spectrum of wealth management needs.
With more than 15 years of industry experience, including prior leadership roles as Executive Director and Vice President at J.P. Morgan, Ryan brings extensive expertise in private wealth management, investment strategy, and financial planning. He specializes in multi-asset portfolio construction, estate planning strategies, and tax optimization, serving families, executives, and business owners across sectors such as business succession and legacy planning.
Ryan holds a Bachelor of Science in Financial Services from Brigham Young University and is recognized for his comprehensive approach to wealth management. His career reflects a commitment to delivering impartial advice and sophisticated solutions, consistently guiding clients through market cycles and complex transitions as a trusted fiduciary partner.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crewe Advisors | Partner | Mar 2022 to Present | — |
| J.P. Morgan | Executive Director | Dec 2017 to Jan 2022 | — |
| J.P. Morgan | Vice President | Dec 2013 to Nov 2017 | — |
| J.P. Morgan | Investment Associate | Jun 2011 to Nov 2013 | — |
| OMNI Brokerage | Intern | Aug 2007 to Apr 2008 | — |
| Novell | Credit Risk Intern | Apr 2007 to Nov 2007 | — |
| Global Financial Advisors | Analyst | Jan 2007 to Apr 2007 | • Drafted complete company financials, cash flow, and intrinsic value analyses, concluding with an overall recommendation on common stocks. • Gathered, analyzed, and presented stock projections to por... |
Education
Brigham Young University
Financial Services, Finance
2005 — 2008
Skills & Expertise
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 | |
| 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 |
Similar Fund Managers
| 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 |