Mr. Crawford is the President of Alliance Trust Company and has over a decade of managing portfolios and performing securities analysis for some of the largest institutional asset management firms in the world.
In 2007 he also founded Sierra Nevada Wealth Management, a Registered Investment Advisor in Reno, Nevada. This followed over a decade on the East Coast where he was a partner at Litchfield Capital Management, LLC a long-short hedge fund. Prior to joining Litchfield, Mr. Crawford held the position of Senior Vice President, Research Group Director for Healthcare Investments at Fox-Pitt, Kelton, Inc, a subsidiary of the global reinsurer Swiss Re in New York City. There he was a member of the FPK global research team ranked #1 or #2 for institutional research in 2000, 2001, 2002 and 2003 by Institutional Investor Magazine.
In 2002 he was named the top healthcare investment analyst by Health Leaders Magazine. Additionally, he has been quoted regularly in publications such as The Wall Street Journal, The Financial Times, Investor’s Business Daily, The Wall Street Transcript and has appeared as an on-air expert on CNBC, Bloomberg and ABC World News Tonight.
Mr. Crawford holds a B.A. from the University of California, Davis and a M.H.A. from the University of Minnesota. He holds certificate in financial planning from Boston University, is a CFP® professional and is currently the President of the Financial Planning Association of Nevada.
Greg has lived in Reno since 2000, and is married with two children. He is a member of Our Lady of the Snows Catholic Church, the Reno Angels Investor Group, the Entrepreneur’s Organization, Reno Sunrise Rotary and the Reno Tahoe Winter Games Coalition.
Mr. Brown is a wealth manager and Chief Operating Officer at Alliance Trust Company, LLC. As a Certified Financial Planner™ professional, Mr. Brown works with clients to assess their financial profile, define goals and desires for the future and develop and implement comprehensive financial plans. He also works with individuals and businesses to develop investment portfolios and manages them on an ongoing basis to help them meet their financial goals.
Mr. Brown holds a B.S. in Finance from the University of Nevada, Reno, a certificate in Financial Planning from Boston University and is a member of the Financial Planning Association. He is a volunteer in the Reno/Tahoe community as a founding member of the Reno New Generations Rotary Club, a Big Brother for Big Brothers Big Sisters and serves on the College of Business Alumni Board at the University of Nevada, Reno.
Louis Robinson is Alliance Trust Company’s Chief Financial Officer and also works in client services and recruitment. Lou graduated from the University of Nevada with a B.S. in business administration with a dual major of accounting and finance. Upon graduation Lou worked for a local CPA firm before starting his own accounting and business consulting practice in 2004.
Lou joined the Alliance Trust Company in 2010 and has helped many clients with investment advice, tax planning and navigating the maze of Federal and State regulations. Lou has held his Life and Health insurance license for 15 years helping families plan for their futures.
Although Lou was born and raised in Cincinnati, Ohio his family has lived in the Reno, Nevada area for 4 generations. Lou is married and has two young children.
Mr. Bacchus joined Alliance Trust Company in 2014 as a wealth manager and trust officer.
After graduating from Reno High School, Alex received his Bachelor of Arts degree from the University of Michigan-Ann Arbor in 2008. He returned to Reno to study business administration and received his MBA in Finance from the University of Nevada, Reno.
Alex is a proud member of the National Eagle Scout Association and is highly involved in local and state governmental affairs.
Mr. Damiens is co-manager of Alliance Trust Company. He entered the financial services industry in 1982 after graduation from University of Southern Mississippi with a MBA degree. In 1984, after a few years experience with a local financial planning firm, he started his own registered investment advisor company to offer fee based services.
Denis has worked primarily with high income and high net worth individuals and professionals. His main concentration is on investment management for individuals, qualified retirement plans and estates. Estate and asset protection planning represent the majority of his activities. Qualified retirement plans are frequently used as planning tools along with structuring various business entities and trust arrangements while working closely with the client’s attorney and accountant. His background includes over twenty years experience as a branch manager for two independent broker dealers in which he was responsible for compliance issues and supervision responsibility of other licensed representatives. He has also managed a fee based registered investment advisor company since 1984.
Industry designations include Certified Financial Planner, Accredited Asset Management Specialist, and Certified Divorce Financial Analyst. He has also received additional training in pension plan design, estate planning, business valuation and asset protection planning. Other professional activities include business valuations, business mergers and acquisitions, expert witness testimony on business valuations and divorce settlements regarding financial issues.
Denis is recognized by industry professionals for his expertise and has been a featured speaker at various industry education programs, professional groups, and trade associations.
Marty Jensen serves Alliance Trust Company as a Managing Director, overseeing business development activities and strategic initiatives, throughout the financial services industry.
Mr. Jensen has over 35 years of business development and management experience in the financial services industry. His duties have covered a broad range of products and services dealing with multi-disciplinary, comprehensive wealth management programs. His former clients have included broker-dealers, RIA’s, trust companies, assorted financial intermediaries, advisors, family offices and investors in both domestic and international markets.
Marty founded United Management Group, a comprehensive RIA/fiduciary best practices, consulting firm:. He has served as a “Managing Director” with two different FINRA broker dealers, overseeing their “Wealth Management” and “Investment Banking” divisions. Most of his roles have involved business development, strategic planning, advisory and consulting services.
He is a Certified Analyst with www.cefex.org and an AIFA, Accredited Investment Fiduciary Analyst, with www.fi360.com specializing in Fiduciary-Best Practices and Assessment Programs.
Marty founded “The PRIME advisory network” in 1990, creating RIA fee based advisor practice management programs and investment platforms for financial intermediaries. He has been a pioneer in providing “Prudent Expert-Fiduciary Programs” to RIA’s and institutions throughout the U.S.
Marty is a graduate of the University of Nebraska in his hometown of Lincoln. He is a former CIMC and past President of I.I.M.C; Institute of Investment Management Consultants Association (which has since merged with IMCA. He holds a current FINRA Series 7,65 & 66.
He has lectured on Fiduciary and Wealth Management topics to a myriad of Trade Conferences and Graduate Business Schools including: Harvard, Wharton, Cornell, UCLA and Yale. His passions include assisting others in developing their legacy and philanthropy based ventures.