Hung Tran |
A new investment management shop has opened in
The partnership is a subsidiary of
Co-founders
Santicchia most recently served as a vice president of Standard & Poor’s Investment Advisory Services where he led the investment team and developed and co-managed equity funds.
Gallagher, too, hails from Standard & Poor’s where she served as a senior portfolio officer in the firm’s investment advisory services unit, managing multi-asset portfolios and leading the fund manager research effort.
“Crest’s unique investment strategies are built to exploit market inefficiencies through focused portfolios with distinctive characteristics, rather than attempt to mimic a benchmark or style-boxes,” stated Santicchia.
Gallagher added that: “We believe that an independent organization with employee ownership best aligns Crest with our clients. Employee ownership provides for long-term incentive and stability.”
Copyright: | (c) 2012 Financial Planning. All rights Reserved. |
Source: | Source Media, Inc. |
Wordcount: | 186 |
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