Vince Crivello, Vice President, heads Loring Ward’s Practice Management initiatives. He is responsible for delivering industry insights and related programs to independent Advisors. Vince has experience in all facets of the wealth management industry.
Prior to joining Loring Ward, he was an Advisor and partner with Tributary Advisors, a $600M wealth advisory firm. In that role, Vince provided financial planning and investment management services. He also served in a number of consulting, business, and product management roles with Charles Schwab, NorthStar Wealth Management Software, Northern Trust, US Trust, and Bank of America. His responsibilities included advisory software development, client experience design and marketing. Vince currently serves as trustee, real estate manager and general partner for a small family office.
Vince received his BS in Political Science and Business Management from San Diego State University. He holds Securities Series 7 and 66 licenses. He is Past-President of the Financial Planning Association (FPA) of San Francisco and has served on the Marin County Estate Planning Council Board of Directors.
When he’s not traveling, Vince splits his time between the San Francisco Bay Area and Lake Tahoe. An avid outdoorsman, Vince enjoys snow skiing, mountain biking, and travel with his three teenage sons, Tyler, Ryan and Vince.
