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Financial News

Company Profile

Beneficial, long-term client relationships are established by combining expertise, integrity and results.  The increasing complexity of investment vehicles makes this set of skills critically important for sophisticated investors.   The professionals of Sierra Nevada Wealth Management enter each client relationship with the expectation of leveraging our backgrounds for the long-term benefit of our clients, meeting their evolving financial objectives and improving this complex aspect of their lives.

 

Executives

Gregory E. Crawford, CFP®

Mr. Crawford is the founder, managing partner and an Investment Advisor Representative of Sierra Nevada Wealth Management, LLC. The company was established in 2007 to provide sophisticated, institutional-level financial management skills and expertise to individuals and families.

Mr. Crawford has nearly two decades of managing portfolios and performing securities analysis for some of the largest institutional asset management firms in the world. Prior to founding Sierra Nevada Wealth Management, he was a partner at Litchfield Capital Management, LLC a long-short hedge fund. This fund had a track-record of achieving strong risk-adjusted returns investing in the areas of financials and healthcare. Prior to joining Litchfield, Mr. Crawford held the position of Senior Vice President, Research Group Director for Healthcare Investments at Fox-Pitt, Kelton, Inc, a subsidiary of the global reinsurer Swiss Re in New York City. There he was a member of the FPK global research team ranked #1 or #2 for institutional research in 2000, 2001, 2002 and 2003 by Institutional Investor Magazine. In 2002 he was named the top healthcare investment analyst by Health Leaders Magazine. Additionally, he has been quoted regularly in publications such as The Wall Street Journal, The Financial Times, Investor’s Business Daily, The Wall Street Transcript and has appeared as an on-air expert on CNBC, Bloomberg and ABC World News Tonight.

Mr. Crawford holds a B.A. from the University of California, Davis and a M.H.A. from the University of Minnesota. He holds certificate in financial planning from Boston University, is a CFP® professional and a member of the Financial Planning Association. Greg has lived in Reno since 2000, and is married with two children. He is a member of Our Lady of the Snows Catholic Church, the Reno Angles Investor Group, the Entre, and is active in several local charitable-organizations.

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    •    E mail: greg.crawford@snwmllc.com
    •    Ph: 775-297-4682

Philip W. Brown, CFP®

Mr. Brown is a partner and an Investment Adviser Representative with Sierra Nevada Wealth Management, LLC. He is the Head of Operations which includes trade origination, initial analysis of incoming accounts and processing of asset transfers.

As a Certified Financial Planner™ professional, Mr. Brown works with clients to assess their financial profile, define goals and desires for the future and develop and implement comprehensive financial plans. He also works with individuals and businesses to develop investment portfolios and manages them on an ongoing basis to help them meet their financial goals.

Mr. Brown holds a B.S. in Finance from the University of Nevada, Reno, a certificate in Financial Planning from Boston University and is a member of the Financial Planning Association. He has volunteered in the Reno/Tahoe community as a founding member of the Reno New Generations Rotary Club, a Big Brother for Big Brothers Big Sisters and has served on the College of Business Alumni Board at the University of Nevada, Reno.

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    •    E mail: phil.brown@snwmllc.com
    •    Ph: 775-297-4277

Lou Robinson

Mr. Robinson is a managing partner and an Investment Advisor Representative With Sierra Nevada Wealth Management. Mr. Robinson joined the firm in 2011 and works with individuals and businesses providing investment advice, tax planning and how to navigate the maze of Federal and State regulations. Mr. Robinson graduated from the University of Nevada with a bachelors degree in business administration with a dual major of accounting and finance.  Upon graduation Lou worked for a local CPA before starting his own accounting and business consulting practice in 2004. Mr. Robinson has held his  Life and Health insurance license for 15 years helping families plan for their futures.  Although he was born and raised in Cincinnati, Ohio his family has lived in Nevada in the Reno area for 4 generations.  Lou is married and has two young children. Contact Louis Robinson at louis.robinson@snwmllc.com or (775) 298-4302. 

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    •    E mail: Louis.robinson@snwmllc.com
    •    Ph: 775-298-4302