Crew Capital Management, LTD.

Robert Jung is a CFA® charterholder with 19 years of industry experience, currently serving at Crew Capital Management, LTD. in Cincinnati, OH. He has worked with Crew Capital since 2003 and with F/M Investments LLC since 2020. Outside of his advisory role, he is a 50% partner in PURE ICE, LLC. Crew Capital Management, LTD. provides fee-only investment counsel and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and other institutions. The firm offers financial planning and asset allocation services, actively managing portfolios through individual securities, funds, ETFs, and third-party managers.

Peter Baden is a CFA® charterholder with 22 years of industry experience. He currently serves as an advisor at Crew Capital Management, Ltd. and F/M Investments LLC, having previously worked at Ross, Sinclaire & Associates, Inc. for 15 years. Outside of finance, he is the founder of the Community Recovery Project and also works as a webmaster specializing in internet and website development. Crew Capital Management, Ltd. provides fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm’s investment process is tailored to client goals and risk tolerance, utilizing a mix of individual securities, funds, ETFs, and third-party managers, and offers additional services including financial planning and due diligence on alternative investments.

Tyler Almeida is a financial advisor at Crew Capital Management, Ltd. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Ardor Private Wealth Management, Compass Securities Corporation, and Wells Fargo Advisors. Almeida is based in Cincinnati, OH. Crew Capital Management, Ltd. provides fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm offers financial planning and asset allocation services, actively managing portfolios through individual securities, funds, ETFs, and third-party managers.

Matthew Swendiman is a financial advisor at Crew Capital Management, Ltd. with 22 years of industry experience. He holds the CFA®, ChFC®, and Series 66 designations. His prior experience includes roles at firms such as Key Bridge Compliance, F/m Investments, and JCM Financial Services Consulting. Outside of his advisory work, he serves on the finance committee of Trinity Episcopal Church, is an advisory board member at Xavier University's Williams College of Business, and holds leadership roles with the St. Elizabeth Foundation and St. Elizabeth Healthcare. Crew Capital Management, Ltd. provides fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm’s investment process involves client-specific asset allocation and active portfolio management using a range of securities and third-party managers, with additional services including financial planning and diligence for private funds and alternative investments.

Andrew Jung is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Crew Capital Management, LTD., where he has worked since 2022. His previous roles include positions at Wells Fargo Advisors, VMG Health, and Ohio State University. Crew Capital Management, LTD. provides fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm offers financial planning services and actively manages portfolios using a range of investment vehicles, including individual securities, funds, ETFs, and third-party managers.

Adam Croll is a financial advisor at F/M Investments LLC in Washington, DC, holding a Series 66 designation with 11 years of industry experience. Prior to joining F/M Investments in 2019, he worked at Vestmark Inc., Clarion Wealth Management Partners, Cambridge Investment Research, and Legacy Financial. Outside of advisory work, Mr. Croll serves as Director of Operations at F/m Acceleration, LLC, providing back-office and marketing support to registered investment advisors. F/M Investments LLC offers discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, institutions, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a multi-strategy portfolio approach across equities and fixed income, combining fundamental, quantitative, technical, and third-party manager analysis to support both active and passive investment options.

Rick Bell is a financial advisor with Crew Capital Management, Ltd. and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including prior roles at Ross, Sinclaire & Associates, LLC, and currently serves as Vice President of Intermediary Sales and Investment Adviser Representative at F/m Investments, LLC. Mr. Bell dedicates most of his time to working with financial professionals on SMA and UMA strategies and spends part of his time providing financial planning and asset allocation recommendations at Crew Capital. Crew Capital Management, Ltd. offers fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm’s investment process includes assessing client goals and risk tolerance to manage diversified portfolios using a range of securities and third-party managers, while also providing specialized services such as Insurance Diligence Solutions and due diligence on alternative investments.