We are an experienced team of investing professionals readily available to support you. Leverage the knowledge, insight, and network that we have developed over the last 25 years. We invest alongside our clients, as partner capital represents 7% of AuM.
Senior Partner, CEO
Steven has over 25 years of alternative investment experience. In 2001, he joined Crystal, launching several US based multi-strategy fund of funds. Having a keen understanding of the industry, Steven realized that one size does not fit all, and advisors needed more customizable options to avoid manager and strategy overlap in client portfolios. Thus, he initiated the Customized Portfolio Program, providing financial advisors with a platform to build customized hedge fund and private equity portfolios for their clients. Steven is primarily responsible for the company’s strategic direction as well as overseeing manager selection and investment support services. He earned his M.B.A. with a specialization in investments from the University of Miami and his B.S. from Bentley College.
Founder, Investment Committee Chairman
George has over 35 years of alternative investment experience. In 1994, he pioneered the distinctive vision to create an institutional solution to not only navigate, but also facilitate and simplify the alternative investment journey. He launched his career as an early investor in today’s most recognizable alternative investment funds, creating and managing several offshore fund of funds. He now heads our investment committee and oversees the quantitative research efforts including portfolio modeling and technical analytics. George has a deep knowledge of investments, mathematics, statistics, technology, and model developing. He earned his M.S. in Industrial Administration from Carnegie Mellon University.
Investor Relations & Marketing