Advisor and Associate Partner at Cambridge Advisors to Family Enterprise, a highly specialized, international advisory firm serving family enterprises. Cambridge Advisors and Cambridge Institute for Family Enterprise, an education and research institute, are divisions of Cambridge Family Enterprise Group, a global organization founded in 1989. It is devoted to helping families and ownership groups navigate the new economy and achieve multigenerational success for their families, enterprises, and financial wealth.Senior executive and advisor in banking and international wealth management and advisory, having held leadership positions in large international private banks in the U.S., Europe, and Latin America. In these roles, he was a trusted strategic advisor for UHNW clients and families throughout Latin America and focused on issues of family governance, succession and estate planning, and advised families on wealth and portfolio diversification strategies. Mr. Crosby also worked with next generation family members to help them prepare for future leadership positions. He was a member of multiple Boards of Directors and Executive Committees where he provided valuable contributions on topics of governance and financial strategy. Mr. Crosby was also a frequent speaker at Wealth Management and Estate Planning conferences. Mr. Crosby has unique experience in developing long term multi-generational trusting relationships with families, as well as in designing and implementing strategies and communication to align vision and successfully build teams and businesses across Latin America.Mr. Crosby is the former leader of Latin America Wealth Management at HSBC, DB and ABN Amro and President of HSBC Private Bank International in Miami. He was also President of the Florida International Banker Association.

Led Deutsch Bank’s global Latam business with offices in New York, Miami, Geneva, and Hamburg, including all client teams, P&L, risk, and regulatory oversight in each market. Managed a team of 22 Relationship Managers in four different booking centers. Worked closely with the Head of IB for Latin America and CEO for Brazil to facilitate cross-selling of the bank’s global solutions. Member of Wealth Management Americas Executive Committee.

Led Latin America and US Southeast Private Banking business with responsibility for all client teams and 225 professionals in Miami, New York, and Houston, as well as oversight of all regulatory, risk, compliance, credit, financial issues. Member of Board of Directors, HSBC Private Bank International, Miami, HSBC Private Bank US Executive Committee, and HSBC Latin America Executive Committee.

Led and developed a team of 18 professionals. Member of Board of Directors, HSBC Private Bank International in Miami, and Advisory Council to senior management.

Led strategic development, management, and P&L accountability of the Private Client business for Latin America clients. Also responsible for the architecture, delivery, and management of the new Global Private Bank platform for Brazilian clients, which encompassed domestic and international client business. Headed the Miami agency and all regional sales/relationship managers, product management, treasury, trading, advisory, finance, compliance, risk management, and human resources. Managed ten direct reports and staff of 175; Individually managed five client portfolios.

Hired to open, develop, and manage the International Private Bank for Banco Itau S.A. Led the development of all investment and fiduciary products, banking services, and hiring all senior management, private bankers, and staff. Created and implemented the business strategy which doubled expected first-year AUM as projected by the bank’s senior management and the McKinsey Consulting Group’s study. Oversaw finance, treasury, credit, and IT with team of 35 professionals including ten private bankers between Luxembourg and Brazil.

Regional Director for the bank's international private banking network in Argentina, Brazil, Chile, Uruguay, and Paraguay with responsibility for developing and managing an investment portfolio for high-net-worth individuals and corporations.