Family Office

Crescent Pine Family Office Group

Crescent Pine is a multi faily office an boutique wealth management firm designed to provide family office style services to ultra high net worth families and business owners who wish to rely upon the service, skills, and trust of a truly dedicated team of financial professionals.

Headquarters
Short Hills, New Jersey
Asset classes & sectors
Diversified

Decision-makers

Robert Gaudio
Managing Director of Operations & Administration
Paul Sullivan
Managing Director
Mary Ann Bartels
Chief Investment Strategist, Sanctuary Wealth
Patrick McGowan
Managing Director, Head of Alternative Investments, Sanctuary Wealth
Oksana Poznak
Director of Strategic Partnerships
Sam Berger
Client Product Specialist and Development Analyst
Kevin Chase
CCO
Ronan O’Byrne
Founder & Managing Partner
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Chief Investment Strategist, Sanctuary Wealth
Dani Oliveira
Client Engagement Specialist & Firm Operations Analyst
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