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TownSquare Capital Employee Directory

Financial ServicesUtah, United States51-200 Employees

TownSquare Capital is a financial services firm that functions as an outsourced CIO, providing institutional-grade advisory solutions tailored for family offices, institutions, and advisory firms. Its services are designed to deliver efficient alpha with a focus on high active share, offering specialized support for independent channel participants seeking institutional-level portfolio management and oversight.

Headquartered in Provo, Utah, the company operates with a workforce described as within the mid-sized range for the industry. Its recent activity includes acquisitions of minority stakes in various asset classes and securities, reflecting a pattern of actively monitoring and expanding its asset exposure through select investments in the fourth quarter of prior years. This aligns with its positioning as a provider of institutional-style investment solutions aimed at the independent advisory market.

Find TownSquare Capital employees' phone numbers or email addresses

TownSquare Capital Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

TownSquare Capital's Leadership

  • Stylized image of a person
    M. L.
    Co-Founder, Managing Partner, And Wealth Management Advisor At Suncrest Advisors, Llc
  • Stylized image of a person
    E. G.
    Relationship Manager
  • Stylized image of a person
    C. H.
    Senior Portfolio Strategist
  • Stylized image of a person
    S. M.
    Portfolio Strategy Analyst Intern

TownSquare Capital Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Business
  • Accounting
  • Other

Contact profiles from TownSquare Capital

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. L.
    Co-Founder, Managing Partner, And Wealth Management Advisor At Suncrest Advisors, Llc
    Jul 31, 2024
  • Stylized image of a person
    E. G.
    Relationship Manager
    Oct 23, 2024
  • Stylized image of a person
    C. H.
    Senior Portfolio Strategist
    Nov 11, 2025
  • Stylized image of a person
    S. M.
    Portfolio Strategy Analyst Intern
    Oct 23, 2024

Frequently Asked Questions

What is TownSquare Capital known for?

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TownSquare Capital was founded in 2016 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore TownSquare Capital's company overview page for more information.

What is TownSquare Capital's most common email format?

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TownSquare Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TownSquare Capital email formats with LeadIQ.

How many employees does TownSquare Capital have currently?

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TownSquare Capital has approximately 51 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are TownSquare Capital's key employees and leadership?

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As of July 2026, TownSquare Capital's key employees include:

  • Co-Founder, Managing Partner, And Wealth Management Advisor At Suncrest Advisors, Llc: M. L.
  • Relationship Manager: E. G.
  • Senior Portfolio Strategist: C. H.
  • Portfolio Strategy Analyst Intern: S. M.

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