Marcus Crawshaw
Chief Investment Officer @William Allan, Inc
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WORK HISTORY
Chief Investment Officer @William Allan, Inc
Long Beach, CA, US
Through a number of entities, I work as an investment advisor to assist individuals and small businesses achieve what should be their primary investment goal: Growth of Capital! This includes investment education, planning, and management for individual clients as well as groups (i.e, employee\'s who share a 401(k) plan).
EDUCATION
Loyola Marymount University
Bachelors, Business, with a Finance emphasis
Southern California Entrepreneur Academy
Entrepreneurship
Los Angeles Community College District
Associate of Arts - AA, General Studies
SKILLS
ABOUT MARCUS CRAWSHAW
I am an investment professional working with clients & partners alike to succeed in growing capital through investment portfolios and small businesses by implementing an \"old school,\" \"buy and hold\" investment approach I have practiced via various entities over the past two decades.While I have been working as an Investment Advisor for just about the past twenty years, my investment experience goes back to 1993 when I was a founding member (and then partner) in The Westmoreland Group (TWG), an investment club turned partnership managed by myself and brother. It is here where I began my education of the investment philosophies of the great investment minds of Benjamin Graham, Warren Buffett and Peter Lynch. Over the next seven years we ran TWG (pro bono) as we honed our skills as investors.The success of TWG led to investment advice requests from members in regards to their other accounts (i.e, IRA\'s, 401k\'s) which naturally led to the formation of our investment advisor firm, Crawshaw Capital Management, LLC, subsequently known as the 56 Group, LLC.Coinciding with my early investment years of managing TWG I began my journey of understanding business from the inside out with my employment in a Fortune 500 company and subsequent work at multiple consulting firms, highlighted by my time at Booz Allen & Hamilton, a wonderful organization filled with a serious high level of intelligence! I learned things just by being in the same room with these people!Today I am fortunate to put all this knowledge and experience to work, not only through assisting individual clients but through my private investment in The Wine Crush, LLC, a boutique wine retailer / tasting room in Long Beach, CA.Please contact me anytime to discuss investing, business, or just to have a great glass of vino! Cheers!I can be reached at: 80••••••09 (Work) and 56••••••38 (Direct).
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