Brion Crum
InvestorDirector, Investor Experience & Client Relations Lead at Caliber
About
Brion Crum is Director, Investor Experience & Client Relations Lead at Caliber, where he works with investors and manages client relationships. He previously served as a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth clients and business owners on asset protection, tax planning, and portfolio construction, and began his career as an internal wholesaler at ING Funds before working as an independent advisor. He holds a BSBA in Finance and Aviation Management from The Ohio State University and is a registered representative with Tobin & Company Securities LLC.
Colleagues at Caliber
Bill Gerber
Director at Caliber
Chris Loeffler
CEO at Caliber
David Granucci
Sales Associate, Private Client at Caliber
Dereck Grey
Senior Vice President at Caliber
Dimitri Uhlik
Managing Director at Caliber
Donnie Schrader
Co-Founder at Caliber
Greg James
Chief Operating Officer at Caliber
J. Alan Reid, Jr.
Director at Caliber