Established 1998

Architects of Wealth.

A legacy built on unwavering integrity, disciplined insight, and a commitment to preserving capital across generations.

We believe that true value is found where others aren't looking.

Since our inception, CrestView has operated on a simple premise: financial stewardship requires more than just market participation; it requires a deep, structural understanding of the global economy.

We don't chase trends. We identify the fundamental drivers of long-term value—demographic shifts, technological infrastructure, and essential resources—and position our clients at the forefront of these secular changes.

$12B+

Assets Under Management

25+

Years of Excellence

40+

Global Markets

110

Investment Professionals

Leadership

The Partners

Alexander Sterling

Managing Partner

With over 30 years in global finance, Alexander founded CrestView to bring institutional-grade rigor to private wealth. Previously held senior executive roles at major wall street firms.

Eleanor Vance

Chief Investment Officer

Eleanor oversees the firm's global asset allocation strategy. Her data-driven approach to macro-economic trends has successfully guided the firm through three major market cycles.

Jameson Thorne

Head of Global Markets

Jameson leads the firm's expansion into emerging markets and alternative asset classes. He specializes in identifying high-growth opportunities in the APAC and EMEA regions.

Our Core Values

The CrestView Standard

Integrity

We operate with absolute transparency. Our clients' interests are the sole driver of our decision-making process.

Insight

We look beyond the noise. Our research is exhaustive, contrarian, and focused on long-term structural shifts.

Stewardship

We are guardians of capital. Risk management is not an afterthought; it is the foundation of our portfolio construction.

Alignment

We invest alongside our clients. Our partners maintain significant personal capital in the firm's strategies.