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Crown Haven Wealth Management
Crown Haven Wealth Advisors is located in Carmel, Indiana and assists clients in the Indianapolis area and nationwide with thoughtful financial planning for...
Crown Haven Wealth Management
Crown Haven Wealth Advisors is located in Carmel, Indiana and assists clients in the Indianapolis area and nationwide with thoughtful financial planning for retirement and money management goals. The firm uses its proprietary RetireSHIELD® planning process and a fiduciary approach to create customized financial plans and portfolios. Founded in 2011, Crown Haven serves over 600 clients in over 20 states and is responsible for over a billion dollars of assets under advisement (AUA).
General information
Firm type
Multi Family Office
Year founded
2011
Location
Region
Europe
Country
United Kingdom
City
Carmel
Corporate office
London, United Kingdom
Principals
Casey A. Marx
Founder / Chief Executive Officer
Casey Marx
founder
Casey Marx
Certified Financial Fiduciary® (CFF)
Nathan Kesling
Chief Investment Officer / Chief Financial Officer
Gordon Campbell
President of Advisory Services / Chief Compliance Officer
Cameron Gardner
Vice President of Advisory Services
Jeff Hallal
Vice President of Advisory Services
Michael Dudley
Vice President of Secure Income Solutions
Ian Rivas
Vice President of Secure Income Solutions
Angela Romano
Vice President of Client Services
Laura Wilkins
Director of Client Services
Nicole Skattum
Operations Manager
Jennifer Rowan
Client Services Lead
Kailah Toth
Client Services Support
Tevun Roth
Client Services Support
Eric Baker
Chief Marketing Officer
Blake Hurford
Director of Client Outreach
James Dombro
Chief Development Officer
Sector focus
Frequently asked questions
What investment stages does Crown Haven typically target?
Crown Haven targets direct co-investments, fund commitments, and club deals. The firm focuses on private credit, real estate, infrastructure, and hedge funds, with no specific stage preference publicly identified.
Does Crown Haven participate in fund commitments or only direct deals?
Crown Haven participates in both fund commitments and direct co-investments. The firm allocates capital through external fund vehicles and engages in direct transactions alongside other investors.
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