Brand Book / 2026 Edition

Free from compromise.

Crestview Advisory Group advises institutions on resilient capital strategy, crisis posture, and transition-era growth with a signal-driven operating model.

HQNew York

Established2004

Assets Advised$86B

System brief

Risk intelligence
Capital allocation
Operational resilience

Signal capture

Choose your route

Advisory modules

Swipe right

Module 01

Portfolio Defense

Balance sheets and liquidity defenses built for volatility, with scenario playbooks and hedge mapping.

Signal: 24H

Module 02

Capital Strategy

Allocation across private, public, and real assets with downside insulation and transition coverage.

Signal: 7D

Module 03

Operating Resilience

Control tower design, vendor stress testing, and continuity architecture for regulated entities.

Signal: 30D

Module 04

Family Office

Multi-generational governance, mission-aligned allocations, and reporting systems.

Signal: 90D

Principles

System guidelines

Signal over noise

We distill market chaos into a clean operating picture with auditable indicators.

Secure by design

Every engagement hardens the organization against downside, regulatory, and reputational shocks.

Human governance

Boards and founders get clarity with decision choreography and accountability loops.

Measured velocity

We move fast with a deliberate cadence that protects capital and talent.

Signal reel

Live operations

Live signals

Control tower

Risk pulse0.82

Liquidity band+14%

Coverage ratio2.6x

Stress cycles06

Council

Leadership cell

CEO

Elena Hartwell

Former global markets lead overseeing institutional resilience programs.

CFO

Marcus Ibarra

Capital structure strategist and former sovereign risk advisor.

Head of HR

Priya Nandakumar

Culture architect with a focus on leadership continuity.

Head of Public Relations

Jared Pike

Trusted advisor for stakeholder communications in high-pressure environments.