Marcus Crawshaw work email
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I am an investment professional working with clients & partners alike to succeed in growing capital through investment portfolios and small businesses by implementing an "old school," "buy and hold" investment approach I have practiced via various entities over the past two decades.While I have been working as an Investment Advisor for just about the past twenty years, my investment experience goes back to 1993 when I was a founding member (and then partner) in The Westmoreland Group (TWG), an investment club turned partnership managed by myself and brother. It is here where I began my education of the investment philosophies of the great investment minds of Benjamin Graham, Warren Buffett and Peter Lynch. Over the next seven years we ran TWG (pro bono) as we honed our skills as investors.The success of TWG led to investment advice requests from members in regards to their other accounts (i.e., IRA's, 401k's) which naturally led to the formation of our investment advisor firm, Crawshaw Capital Management, LLC, subsequently known as the 56 Group, LLC.Coinciding with my early investment years of managing TWG I began my journey of understanding business from the inside out with my employment in a Fortune 500 company and subsequent work at multiple consulting firms, highlighted by my time at Booz Allen & Hamilton, a wonderful organization filled with a serious high level of intelligence! I learned things just by being in the same room with these people!Today I am fortunate to put all this knowledge and experience to work, not only through assisting individual clients but through my private investment in The Wine Crush, LLC, a boutique wine retailer / tasting room in Long Beach, CA.Please contact me anytime to discuss investing, business, or just to have a great glass of vino! Cheers!I can be reached at: 800-677-5309 (Work) and 562-212-2238 (Direct).
The Wine Crush
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PartnerThe Wine CrushLong Beach, Ca, Us
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Principal AdvisorWilliam Allan, Llc Jan 2014 - PresentThrough a number of entities, I work as an investment advisor to assist individuals and small businesses achieve what should be their primary investment goal: Growth of Capital! This includes investment education, planning, and management for individual clients as well as groups (i.e., employee's who share a 401(k) plan).
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PartnerThe Wine Crush Jan 2006 - PresentI am a partner in this boutique wine store in Long Beach, CA. The Wine Crush specializes in small production artisan wines from around the world with a focus on California wineries. A wonderful business that is great to own from a sure pleasure standpoint as well as an investment standpoint! Life is too short to drink cheap wine!!! Cheers!
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Vice PresidentThe Investment House, Llc May 2012 - May 2014
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Managing Partner56 Group Jan 2001 - Dec 2013The Fifty-Six Group was an independent investment adviser whose mission was helping clients identify, plan, and achieve their retirement goals through objective investment planning, education and management services. With a no-nonsense, easy to understand manner our goal was to get our clients on the right track to retirement success! (By the way...It still is with Wiliam Allan, LLC)
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Business ConsultantGoetzman Group Jan 2004 - Jun 2005Supported Fortune 500 companies in numerous roles focused on financial analysis. Specialized in developing Excel based custom analysis tools to automate tasks for key users typically reducing cycle time from hours to minutes. Engagements included, but not limited to inventory management, financial statement creation, accounts receivable improvement, royalty and franchisee fee tracking.
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Sr Financial AnalystBooz Allen Hamilton Jul 1999 - Oct 2003Mclean, Va, UsEngaged in corporate and client work in the role of senior financial analyst for this “northwest” strategic management firm. Responsible for supporting the Consumer Engineering Product group with a range of standard reporting & analysis tasks as well as complex analysis for specific client projects. Utilized a three-prong analysis approach to gain in-depth understanding of the project ultimately resulting in a very reliable answer and/or course of action. -
Financial AnalystTrw 1995 - 1998Friedrichshafen, Baden-Württemberg, De
Marcus Crawshaw Skills
Marcus Crawshaw Education Details
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Loyola Marymount UniversityWith A Finance Emphasis -
Southern California Entrepreneur AcademyEntrepreneurship -
Los Angeles Community College DistrictGeneral Studies -
San Pedro High -
Mary Star High School -
Holy Trinity Catholic School
Frequently Asked Questions about Marcus Crawshaw
What company does Marcus Crawshaw work for?
Marcus Crawshaw works for The Wine Crush
What is Marcus Crawshaw's role at the current company?
Marcus Crawshaw's current role is Partner.
What is Marcus Crawshaw's email address?
Marcus Crawshaw's email address is ma****@****lan.com
What is Marcus Crawshaw's direct phone number?
Marcus Crawshaw's direct phone number is +156221*****
What schools did Marcus Crawshaw attend?
Marcus Crawshaw attended Loyola Marymount University, Southern California Entrepreneur Academy, Los Angeles Community College District, San Pedro High, Mary Star High School, Holy Trinity Catholic School.
What are some of Marcus Crawshaw's interests?
Marcus Crawshaw has interest in Collecting Antiques, Home Improvement, The Arts, Golf, College Football, Home Decoration, Children, Cooking, Electronics, Education.
What skills is Marcus Crawshaw known for?
Marcus Crawshaw has skills like Investments, Retirement, Strategic Financial Planning, Financial Analysis, Financial Modeling, Asset Managment, Wealth Management, Financial Advisory, Portfolio Management, Mutual Funds, Investment Management, Entrepreneurship.
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