Nick Perry, Cfa, Caia
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Nick Perry, Cfa, Caia Email & Phone Number

Partner | Family CFO | Wealth Management - Helping Entrepreneurs Navigate and Simplify the Complexity of Their Lives at Crewe Advisors
Location: United States 9 work roles 4 schools
1 work email found @keybank.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@keybank.com
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Current company
Crewe Advisors
Role
Partner | Family CFO | Wealth Management - Helping Entrepreneurs Navigate and Simplify the Complexity of Their Lives
Location
United States
Company size
15 employees

Who is Nick Perry, Cfa, Caia? Overview

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Quick answer

Nick Perry, Cfa, Caia is listed as Partner | Family CFO | Wealth Management - Helping Entrepreneurs Navigate and Simplify the Complexity of Their Lives at Crewe Advisors, a with 15 employees, based in United States. AeroLeads shows a work email signal at keybank.com and a matched LinkedIn profile for Nick Perry, Cfa, Caia.

Nick Perry, Cfa, Caia previously worked as Partner | Family CFO at Crewe Advisors and Board Member at Hale Centre Theatre. Nick Perry, Cfa, Caia holds Mba from Brigham Young University Marriott School Of Business.

Company email context

Email format at Crewe Advisors

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*@keybank.com
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AeroLeads found 1 current-domain work email signal for Nick Perry, Cfa, Caia. Compare company email patterns before reaching out.

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Profile bio

About Nick Perry, Cfa, Caia

Nick Perry, Cfa, Caia is a Partner | Family CFO | Wealth Management - Helping Entrepreneurs Navigate and Simplify the Complexity of Their Lives at Crewe Advisors. He possess expertise in investments, portfolio management, hedge funds, financial analysis, asset allocation and 11 more skills.

Listed skills include Investments, Portfolio Management, Hedge Funds, Financial Analysis, and 12 others.

Current workplace

Nick Perry, Cfa, Caia's current company

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Crewe Advisors
Crewe Advisors
Partner | Family CFO | Wealth Management - Helping Entrepreneurs Navigate and Simplify the Complexity of Their Lives
salt lake city, utah, united states
Website
creweadvisors.com
Employees
15
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9 roles

Nick Perry, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Partner | Family Cfo

Current
Crewe Advisors

Salt Lake County, Utah, United States

May 2022 - Present

Board Member - Finance Chair & Executive Committee

Youthlinc

Satl Lake City, Utah

Oct 2018 - May 2021

Managing Director

Cougar Capital - Venture Capital And Private Equity

Utah

Apr 2013 - May 2014

Investment Management

Goldman Sachs

San Francisco, California

Jun 2013 - Aug 2013
Team & coworkers

Colleagues at Crewe Advisors

Other employees you can reach at creweadvisors.com. View company contacts for 15 employees →

GW Gavin Wick Gavin Wick Colleague at Crewe AdvisorsGilbert, Arizona, United States View → JN Jack Nelson Jack Nelson Colleague at Crewe AdvisorsSan Francisco Bay Area, United States View → TM Tanner Mcquiston, Cfa Tanner Mcquiston, Cfa Colleague at Crewe AdvisorsLayton, Utah, United States View → JR Joe Romney Joe Romney Colleague at Crewe AdvisorsUnited States View → MC Mikaila Curtis Mikaila Curtis Colleague at Crewe AdvisorsSalt Lake City Metropolitan Area, United States View → KM Kimberly Mawk Kimberly Mawk Colleague at Crewe AdvisorsScottsdale, Arizona, United States View → ZR Zenia Rodriguez Zenia Rodriguez Colleague at Crewe AdvisorsBountiful, Utah, United States View → SH Sara Hadlow, Phr Sara Hadlow, Phr Colleague at Crewe AdvisorsWoods Cross, Utah, United States View → RA Ryan Anderson Ryan Anderson Colleague at Crewe AdvisorsBountiful, Utah, United States View → RS Ryan Schlappi Ryan Schlappi Colleague at Crewe AdvisorsScottsdale, Arizona, United States View →
4 education records

Nick Perry, Cfa, Caia education

Education record

Cfa Institute
FAQ

Frequently asked questions about Nick Perry, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Nick Perry, Cfa, Caia work for?

Nick Perry, Cfa, Caia works for Crewe Advisors.

What is Nick Perry, Cfa, Caia's role at Crewe Advisors?

Nick Perry, Cfa, Caia is listed as Partner | Family CFO | Wealth Management - Helping Entrepreneurs Navigate and Simplify the Complexity of Their Lives at Crewe Advisors.

What is Nick Perry, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @keybank.com for Nick Perry, Cfa, Caia at Crewe Advisors.

Where is Nick Perry, Cfa, Caia based?

Nick Perry, Cfa, Caia is based in United States while working with Crewe Advisors.

What companies has Nick Perry, Cfa, Caia worked for?

Nick Perry, Cfa, Caia has worked for Crewe Advisors, Hale Centre Theatre, Key Private Bank, Youthlinc, and Eccles Community Art Center.

Who are Nick Perry, Cfa, Caia's colleagues at Crewe Advisors?

Nick Perry, Cfa, Caia's colleagues at Crewe Advisors include Gavin Wick, Jack Nelson, Tanner Mcquiston, Cfa, Joe Romney, and Mikaila Curtis.

How can I contact Nick Perry, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Nick Perry, Cfa, Caia at Crewe Advisors, including work email, phone, and LinkedIn data when available.

What schools did Nick Perry, Cfa, Caia attend?

Nick Perry, Cfa, Caia holds Mba from Brigham Young University Marriott School Of Business.

What skills is Nick Perry, Cfa, Caia known for?

Nick Perry, Cfa, Caia is listed with skills including Investments, Portfolio Management, Hedge Funds, Financial Analysis, Asset Allocation, Strategy, Equities, and Investment Strategies.

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