Partners Sean and Deborah McEvilly started Crescent Capital in response to a demand for custom wealth management solutions tailored to the needs of entrepreneurs, founders, and small business owners. As a boutique private wealth management firm, we dedicate a full suite of resources to a short list of individuals to ensure the optimal client experience.
Sean McEvilly began his career working with institutional clients and helped manage a $2.0 billion investment portfolio at PNC Bank. He advanced his institutional knowledge working for Wells Fargo Securities, where he honed his macroeconomic views and stock research. Following his time at Wells Fargo, Sean moved to Scottsdale, AZ where he was a partner and co-portfolio manager for a $2.5 billion investment portfolio at Morgan Stanley, primarily consisting of clients with liquid assets greater than $20 million.
Deborah McEvilly brings over 30 years of experience to Crescent Capital. In this time, she has worked with many high-profile clients, eventually founding her own CPA firm.
Crescent Capital takes a comprehensive approach to your finances, taking your tax strategy, investment portfolio, pre-liquidity planning, and other factors into consideration. Additionally, Crescent Capital partners with the most well-known custodians to ensure clients assets are secure. Crescent Capital is a fee-only advisor, and our clients will never pay hidden transaction fees typically associated with large banks and broker dealers.
We’re a hardworking team with years of diverse professional experiences spanning a wide range of finance disciplines and services. Our passion for helping our clients is what unites us. We can't wait to work with you.
We like to bring clients together through awesome events, such as seminars, conferences, and launches. Check out what's coming up.