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Capital Advisors appoints Wealth Management Analyst

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Capital Advisors has appointed Nathan Creviston as a Wealth Management Analyst. In his new role, Creviston will focus on comprehensive client case management and communication, analysing, monitoring, and making portfolio recommendations, providing financial planning analysis and support, as well as serve as a member of the Investment Policy Committee.

Creviston comes to Capital Advisors from Weeks Financial in Cincinnati where he worked as an Associate Wealth Management Advisor, collaborating internally and externally with clients to cohesively construct and deliver their financial plans.
 
“Whenever we look to hire a new member of our team, our number one priority is a good fit with our culture,” says Managing Director Neil Waxman. “Right from the start, it was clear that Nate not only has the depth, expertise, and required personal proficiency, but that he is deeply committed to continuing to hone these skills. He is extremely knowledgeable in the many facets of wealth management, with a strong ability to analyse and make sense of trends, but also truly collaborates and listens to client needs and concerns. We have no doubt Nate will help to advance our mission of comprehensive, objective, solutions-oriented wealth management and financial planning.”
 
“In deciding to make this move, I looked at a number of firms,” says Nathan Creviston, “but my primary deciding factor was to find a company that is truly interested in understanding the unique needs of each client and investing their wealth to align with their goals. I’m excited to be joining a team that is committed to developing and implementing comprehensive wealth management strategies to meet clients’ needs. With Capital Advisors, I feel confident that I have found a home in a company that shares my values of forward-thinking planning and serves the interests of individual clients.”

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