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Nick Perry, CFA, CAIA is a Partner and Family CFO at Crewe Advisors. Nick brings a wealth of experience as a Senior Vice President at Key Private Bank and as a Board Member at various organizations, including Hale Centre Theatre, Youthlinc, and Eccles Community Art Center. With a background in investment management and a strong education from Brigham Young University and Arizona State University, Nick has a proven track record in the finance industry.