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University of Pennsylvania

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University of Pennsylvania

Philadelphia, Pennsylvania

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Cherry Bekaert Advisory LLC

Chicago , Illinois

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CURO Wealth Management

Newtown , Pennsylvania

Waveland Family Office, LLC

Deerfield, Illinois

Credit Suisse

Horgen, Switzerland

Morgan McKinley

Singapore, Singapore

Deutsche Bank

Frankfurt am Main, Germany

Morgan McKinley

Singapore, Singapore

Morgan McKinley

Singapore, Singapore

State Street Corporation

London, United Kingdom

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Wealth Planner
The Wealth Planner position is a unique opportunity to expand our client offerings at Crawford Investment Counsel (CIC). This is a new position for CIC and the firm is looking for a professional who can be strategic and instrumental in the development of the firm’s Financial Planning effort. It is expected that the individual will have the ability to think creatively and demonstrate strong leadership skills. The professional will both work directly with clients and mentor other professionals in various aspects of Financial Planning. This position will report to the Managing Director of Portfolio Management.  With the creation of this new position, CIC will enhance the services we provide to our clients in areas outside of investments, specifically reviewing deeper aspects of our clients


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