Crescent Capital Consulting, LLC Employee Directory

Financial ServicesUnited States11-50 Employees

Headquartered in New Orleans, the firm was established as a fee-only consulting firm, providing research, education, decision support and advice to a broad array of institutional and high-net-worth investors through four distinct lines of business: Investment Management Consulting, Wealth Management, Foundation Administration, and 401(k) Consulting. What distinguishes Crescent from other consulting firms is their broad experience and intense dedication to delivering solutions-based results for their clients, which include foundations and endowments, institutions and corporations, family offices and high-net-worth individuals. Their professionals craft ongoing client education programs aimed at providing clients with access to cutting-edge investment solutions. In a world of increasing complexity and volatility, sophisticated investors turn to Crescent Capital Consulting for advice and inspiration. Their firm seeks to remain ahead of the curve in an evolving marketplace to provide focused service to their clients. It is this solutions-based approach that perpetuates the firm's history of innovation. In an industry that is critically dependent on the experience of its people, Crescent Capital Consulting proudly offers an average of over 20 years of experience in the financial services industry. Professional designations include Certified Investment Management Analyst (CIMA®), Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®).

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