Investment Analyst
Current
Feb 2024 - Present
AeroLeads people directory · profile
Tanner Mcquiston, Cfa Email & Phone Number
Investment Analyst at Crewe Advisors
at
Crewe Advisors
1 work email found
@gs.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Analyst at Crewe Advisors
Location
Layton, Utah, United States
Company size
Who is Tanner Mcquiston, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tanner Mcquiston, Cfa is listed as Investment Analyst at Crewe Advisors at Crewe Advisors, a with 15 employees, based in Layton, Utah, United States. AeroLeads shows a work email signal at gs.com and a matched LinkedIn profile for Tanner Mcquiston, Cfa.
Tanner Mcquiston, Cfa previously worked as Investment Analyst at Crewe Advisors and Investment Specialist at Integrated Financial Group. Tanner Mcquiston, Cfa holds Bachelor'S Degree, Finance from Brigham Young University Marriott School Of Business.
Company email context
Email format at Crewe Advisors
This section adds company-level context without repeating Tanner Mcquiston, Cfa's masked contact details.
*@gs.com
68% confidence
AeroLeads found 1 current-domain work email signal for Tanner Mcquiston, Cfa. Compare company email patterns before reaching out.
Profile bio
About Tanner Mcquiston, Cfa
I am passionate about asset management and equity research. I seek to make an impact in responsible investments and in the proper pricing of securities by extracting alpha.
Listed skills include Customer Service, Microsoft Excel, Leadership, Microsoft Word, and 6 others.
Current workplace
Tanner Mcquiston, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Crewe Advisors
10 roles
Tanner Mcquiston, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Specialist
Integrated Financial Group
Apr 2023 - Feb 2024
Senior Financial Analyst
Dec 2022 - Mar 2023
Financial Analyst
Jul 2021 - Dec 2022
Equity Research Analyst
The BYU Silver Fund is among the nation’s largest student-run equity portfolios with ~$3M AUM. All investment decisions are made by a combination of MBA and undergraduate students.
Aug 2020 - Dec 2020
2020 Wealth & Investment Management Intern
Assisted in the development of detailed bottom-up company specific financial and valuation models. Performed fundamental analysis and research of several companies for potential equity portfolio inclusion. Demonstrated ability to quickly comprehend and effectively analyze stocks in diverse industries using FactSet.
Jun 2020 - Aug 2020
Asset Management Intern
Perform analytics and research on securities and funds for portfolio allocation; coordinate with advisors concerning trading, operations, and client services; and prepare trades for and rebalance client portfolios.
Sep 2019 - Jun 2020
Student Administrator
Managed inventory, tracked contractor spending, processed invoices, administrated foreign language testing and test development, collaborated with individuals from over 40 different countries.
Jan 2019 - Sep 2019
Market Research Extern
Conducted market research and sourced potential companies for private equity buyers, researched and delivered weekly reports of potential clients for buy-side opportunities.
Jan 2019 - Apr 2019
Accountant
Mcquiston Enterprises
Managed wages, accounts payable, contracts, expenses, and bills; Increased the visibility and organization of information for management.
Jun 2014 - Apr 2015
Team & coworkers
Colleagues at Crewe Advisors
Other employees you can reach at creweadvisors.com. View company contacts for 15 employees →
JH
Josh H.
Colleague at Crewe AdvisorsProvo, Utah, United States
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JR
Joe Romney
Colleague at Crewe AdvisorsUnited States
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KY
Kris Yamano
Colleague at Crewe AdvisorsScottsdale, Arizona, United States
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CP
Cam Prall
Colleague at Crewe AdvisorsUnited States
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BT
Brooklyn Taunima
Colleague at Crewe AdvisorsNorth Salt Lake, Utah, United States
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SH
Sara Hadlow, Phr
Colleague at Crewe AdvisorsWoods Cross, Utah, United States
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ZR
Zenia Rodriguez
Colleague at Crewe AdvisorsBountiful, Utah, United States
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NP
Nick Perry, Cfa, Caia
Colleague at Crewe AdvisorsUnited States
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JN
Jack Nelson
Colleague at Crewe AdvisorsSan Francisco Bay Area, United States
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RA
Ryan Anderson
Colleague at Crewe AdvisorsBountiful, Utah, United States
View →
Josh H.
Colleague at Crewe AdvisorsProvo, Utah, United States
View →
JR
Joe Romney
Colleague at Crewe AdvisorsUnited States
View →
KY
Kris Yamano
Colleague at Crewe AdvisorsScottsdale, Arizona, United States
View →
CP
Cam Prall
Colleague at Crewe AdvisorsUnited States
View →
BT
Brooklyn Taunima
Colleague at Crewe AdvisorsNorth Salt Lake, Utah, United States
View →
SH
Sara Hadlow, Phr
Colleague at Crewe AdvisorsWoods Cross, Utah, United States
View →
ZR
Zenia Rodriguez
Colleague at Crewe AdvisorsBountiful, Utah, United States
View →
NP
Nick Perry, Cfa, Caia
Colleague at Crewe AdvisorsUnited States
View →
JN
Jack Nelson
Colleague at Crewe AdvisorsSan Francisco Bay Area, United States
View →
RA
Ryan Anderson
Colleague at Crewe AdvisorsBountiful, Utah, United States
View →
1 education record
Tanner Mcquiston, Cfa education
FAQ
Frequently asked questions about Tanner Mcquiston, Cfa
Quick answers generated from the profile data available on this page.
What company does Tanner Mcquiston, Cfa work for?
Tanner Mcquiston, Cfa works for Crewe Advisors.
What is Tanner Mcquiston, Cfa's role at Crewe Advisors?
Tanner Mcquiston, Cfa is listed as Investment Analyst at Crewe Advisors at Crewe Advisors.
What is Tanner Mcquiston, Cfa's email address?
AeroLeads has found 1 work email signal at @gs.com for Tanner Mcquiston, Cfa at Crewe Advisors.
Where is Tanner Mcquiston, Cfa based?
Tanner Mcquiston, Cfa is based in Layton, Utah, United States while working with Crewe Advisors.
What companies has Tanner Mcquiston, Cfa worked for?
Tanner Mcquiston, Cfa has worked for Crewe Advisors, Integrated Financial Group, Goldman Sachs, Byu Silver Fund, and Wells Fargo.
Who are Tanner Mcquiston, Cfa's colleagues at Crewe Advisors?
Tanner Mcquiston, Cfa's colleagues at Crewe Advisors include Josh H., Joe Romney, Kris Yamano, Cam Prall, and Brooklyn Taunima.
How can I contact Tanner Mcquiston, Cfa?
You can use AeroLeads to view verified contact signals for Tanner Mcquiston, Cfa at Crewe Advisors, including work email, phone, and LinkedIn data when available.
What schools did Tanner Mcquiston, Cfa attend?
Tanner Mcquiston, Cfa holds Bachelor'S Degree, Finance from Brigham Young University Marriott School Of Business.
What skills is Tanner Mcquiston, Cfa known for?
Tanner Mcquiston, Cfa is listed with skills including Customer Service, Microsoft Excel, Leadership, Microsoft Word, Microsoft Powerpoint, Project Management, Teamwork, and Communication.
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