Washington Crossing Advisors Employee Directory

Q: What is Washington Crossing Advisors known for?

Washington Crossing Advisors was founded in 2000. Washington Crossing Advisors operates in the Financial Services industry.

Q: How many employees does Washington Crossing Advisors have currently?

Washington Crossing Advisors has approximately 19 employees.

Financial ServicesNew Jersey, United States11-50 Employees

Washington Crossing Advisors is a registered investment advisor and
wholly-owned subsidiary of Stifel Financial Corp. WCA helps supervise
and manage over $10 billion in discretionary assets for individuals and
institutions. Proprietary strategies include equity, fixed income, balanced,
and asset allocation.

The team is managed by Kevin R. Caron and Chad A. Morganlander, who
cofounded Washington Crossing Advisors. Washington Crossing Advisors
views on investing and markets are regularly sought by national media outlets, including CNBC, Bloomberg, Fox Business News, The Wall Street Journal, Forbes, and Reuters. 

The Washington Crossing Advisors management team
has served financial advisors and their clients for over 25 years.

Learn more: www.washingtoncrossingadvisors.com/

Find Washington Crossing Advisors employees' phone numbers or email addresses

Washington Crossing Advisors Global Highlights

North America
7

United States Of America
7

Washington Crossing Advisors's Leadership

J. B.
Client Portfolio Manager
Mobile Phone
Email
C. M.
Senior Portfolio Manager
Mobile Phone
Email
K. C.
Senior Portfolio Manager
Mobile Phone
Email
M. B.
Portfolio Manager
Mobile Phone
Email
C. M.
Portfolio Manager
Mobile Phone
Email
S. S. A.
Sales And Marketing
Mobile Phone
Email

Washington Crossing Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Legal
Accounting
Administrative
Other

Contact profiles from Washington Crossing Advisors

Name

Title

Contact Info

Location

Last Update

J. B.
Client Portfolio Manager
Mobile Phone
Email
United StatesNew York
Nov 21, 2025
C. M.
Senior Portfolio Manager
Mobile Phone
Email
United StatesNew Jersey
Feb 19, 2026
K. C.
Senior Portfolio Manager
Mobile Phone
Email
United StatesNew Jersey
Nov 17, 2025
M. B.
Portfolio Manager
Mobile Phone
Email
United StatesPennsylvania
Feb 26, 2026
C. M.
Portfolio Manager
Mobile Phone
Email
Nov 05, 2025
S. S. A.
Sales And Marketing
Mobile Phone
Email
United StatesNew Jersey
Mar 03, 2026

Frequently Asked Questions

What is Washington Crossing Advisors known for?

Washington Crossing Advisors was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 305 Madison Avenue Morristown, New Jersey 07960 United States. Explore Washington Crossing Advisors's company overview page for more information.

What is Washington Crossing Advisors's most common email format?

Washington Crossing Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Washington Crossing Advisors email formats with LeadIQ.

How many employees does Washington Crossing Advisors have currently?

Washington Crossing Advisors has approximately 19 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Washington Crossing Advisors's key employees and leadership?

As of March 2026, Washington Crossing Advisors's key employees include:

Client Portfolio Manager: J. B.
Senior Portfolio Manager: C. M.
Senior Portfolio Manager: K. C.
Portfolio Manager: M. B.
Portfolio Manager: C. M.

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