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Ryan Schlappi

Partner at Crewe Advisors LLC

Scottsdale, AZ , United States

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

OrganizationRoleDate RangeDetails
Crewe AdvisorsPartnerMar 2022 to Present
J.P. MorganExecutive DirectorDec 2017 to Jan 2022
J.P. MorganVice PresidentDec 2013 to Nov 2017
J.P. MorganInvestment AssociateJun 2011 to Nov 2013
OMNI BrokerageInternAug 2007 to Apr 2008
NovellCredit Risk InternApr 2007 to Nov 2007
Global Financial AdvisorsAnalystJan 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

Investments
Bloomberg
Equities
Financial Modeling
Financial Analysis
Portfolio Management
Capital Markets
Valuation
Asset Allocation
Asset Managment
Series 7
Mutual Funds
Due Diligence
Fixed Income
Lake
Finance
Microsoft Excel
Analysis
Risk Management
Marketing
Strategic Planning
Wealth Management

Others at Crewe Advisors LLC (10)

NameRoleLocation
Ariel Horowitz
Ariel Horowitz
AssociateSalt Lake City, UT , United States
Ashley Landon
Ashley Landon
AnalystSalt Lake City, UT , United States
Dan Sudit
Dan Sudit
PartnerSalt Lake City, UT , United States
J
James Davenport
PartnerSalt Lake City, UT , United States
Louise Willmering
Louise Willmering
PartnerScottsdale, AZ , United States
Ryan Halliday
Ryan Halliday
Managing PartnerSalt Lake City, UT , United States
Josh H.
Josh H.
Senior Investment AnalystProvo, UT , United States
K
Kimberly Mawk
Senior AssociateScottsdale, AZ , United States
Kira Rasmussen
Kira Rasmussen
Investment Research ManagerSalt Lake City, UT , United States
Z
Zenia Rodriguez
AssociateBountiful, UT , United States

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