Washington Crossing Advisors

Financial ServicesNew Jersey, United States11-50 Employees

Washington Crossing Advisors is a registered investment advisor and a wholly owned subsidiary of Stifel Financial Corp. Based in Morristown, New Jersey, the firm manages discretionary assets for individuals and institutions, with more than ten billion dollars overseen. Its investment approaches include equity, fixed income, balanced, and asset allocation strategies developed to supervise client portfolios and support diversified investment goals. The team, led by cofounders Kevin R. Caron and Chad A. Morganlander, has long-standing experience serving financial advisors and their clients, and the firm is frequently consulted by national media for market and investing perspectives. The organization operates within the financial services industry, positioning itself as an advisory entity that leverages its affiliation with Stifel to serve a broad client base.

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