Three multi-family offices and RIAs have made significant additions to their leadership benches over the past week, bolstering investment and operations capabilities as they push past key asset milestones.
Salt Lake City-headquartered Crewe Advisors has expanded its leadership team with two internal moves aimed at solidifying its long-term investment strategy. The firm, which recently surpassed $2.5 billion in assets under management, named Seth Merrill as chief investment officer and partner, while promoting founding partner Dustin Thackeray to head of portfolio management.
Merrill joins Crewe from Ensign Peak Advisors, where he was co-director of portfolio strategy. His background spans asset allocation, systematic equity strategies, and experience at both institutional and entrepreneurial investment firms. In his new role, he is tasked with refining Crewe’s macro-level investment strategy as the firm positions itself to scale further.
Thackeray, who helped lay the firm’s investment foundations over the past decade, will now focus on day-to-day portfolio execution and personalized strategy implementation for clients. His responsibilities include tax-aware investing and collaboration with the advisory team to align firm-wide views with client portfolios.
“As we grow, we want to align the right leaders in the right roles,” Ryan Halliday, managing partner at Crewe Advisors said in a statement. “With Dustin’s deep expertise in portfolio execution and Seth’s institutional investment leadership, we’re building a platform that’s stronger, more dynamic, and even better equipped to meet the evolving needs of our clients.”
Callan Family Office, which serves ultra-high-net-worth families, business owners, and nonprofit clients nationwide, has appointed Jeffrey Getty as chief tax strategist. The appointment underscores the firm’s continued emphasis on integrating advanced tax strategies across its planning and investment services.
Based on the East Coast, Getty brings decades of experience in private banking and tax advisory. He previously led the family wealth consulting group at Key Private Bank and was instrumental in establishing its business advisory practice. At Callan, he will guide tax-related research and provide strategic counsel on transactions, especially those involving ownership transitions and international structures.
The new role also builds on the firm’s technology-enabled tax overlay program, which it launched last year to help optimize after-tax returns for clients.
“For ultra-high-net-worth families, every decision they make carries significant tax implications, so it is vital that we incorporate taxes into all the work we do,” Jack Ginter, chief executive officer of Callan Family Office, said in the announcement. “Jeff’s deep experience and decades of work in taxes makes him an ideal person to lead this effort on behalf of our clients.”
Finally, Parcion Private Wealth, a Bellevue, Washington-based family office that recently pushed past $2.7 billion in assets, has brought in two seasoned executives to support its next phase of expansion. Dan McCollum has been named chief investment officer, while Sam King joins as chief operating officer and chief compliance officer.
McCollum steps in for founder Terry Cook, who will remain with the firm as chief investment strategist. He was previously deputy CIO at Hirtle Callaghan, where he oversaw public and private market manager selection and co-led Brown University’s endowment, which posted top national returns during his tenure.
King, a fintech and wealth operations veteran, previously held executive roles at Tamarac within Envestnet – which went private in a $4.5-billion deal last year – Addepar, and PCR Financial Aggregation. His background includes leading service and implementation teams across RIAs with multi-billion-dollar client bases, as well as spearheading enterprise initiatives in wealthtech platforms.
According to the firm, the hires are aimed at strengthening both strategic investment oversight and operational infrastructure as Parcion continues to grow its footprint among liquidity-event-driven business owners and families.
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