Marcus Crawshaw

Marcus Crawshaw Email and Phone Number

Partner @ Long Beach, CA, US
Long Beach, CA, US
Marcus Crawshaw's Location
Long Beach, California, United States, United States
About Marcus Crawshaw

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).

Marcus Crawshaw's Current Company Details
The Wine Crush

The Wine Crush

Partner
Long Beach, CA, US
Marcus Crawshaw Work Experience Details
  • The Wine Crush
    Partner
    The Wine Crush
    Long Beach, Ca, Us
  • William Allan, Llc
    Principal Advisor
    William Allan, Llc Jan 2014 - Present
    Through 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).
  • The Wine Crush
    Partner
    The Wine Crush Jan 2006 - Present
    I 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!
  • The Investment House, Llc
    Vice President
    The Investment House, Llc May 2012 - May 2014
  • 56 Group
    Managing Partner
    56 Group Jan 2001 - Dec 2013
    The 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)
  • Goetzman Group
    Business Consultant
    Goetzman Group Jan 2004 - Jun 2005
    Supported 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.
  • Booz Allen Hamilton
    Sr Financial Analyst
    Booz Allen Hamilton Jul 1999 - Oct 2003
    Mclean, Va, Us
    Engaged 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.
  • Trw
    Financial Analyst
    Trw 1995 - 1998
    Friedrichshafen, Baden-Württemberg, De

Marcus Crawshaw Skills

Investments Retirement Strategic Financial Planning Financial Analysis Financial Modeling Asset Managment Wealth Management Financial Advisory Portfolio Management Mutual Funds Investment Management Entrepreneurship Small Business Private Equity Valuation Management Consulting Start Ups

Marcus Crawshaw Education Details

  • Loyola Marymount University
    Loyola Marymount University
    With A Finance Emphasis
  • Southern California Entrepreneur Academy
    Southern California Entrepreneur Academy
    Entrepreneurship
  • Los Angeles Community College District
    Los Angeles Community College District
    General Studies
  • San Pedro High
    San Pedro High
  • Mary Star High School
    Mary Star High School
  • Holy Trinity Catholic 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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