What departments does Washington Crossing Advisors have?

Washington Crossing Advisors has employees across 1 departments including Marketing.

What is the largest department at Washington Crossing Advisors?

The largest department at Washington Crossing Advisors is Marketing with 1 employees.

Where are Washington Crossing Advisors employees located globally?

Washington Crossing Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Washington Crossing Advisors's team size changed over time?

Washington Crossing Advisors's team has decreased from approximately 9 to 7 employees based on available data.

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Washington Crossing Advisors Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Washington Crossing Advisors is a registered investment advisor and a wholly owned subsidiary of Stifel Financial Corp. Based in Morristown, New Jersey, the firm manages discretionary assets for individuals and institutions, with more than ten billion dollars overseen. Its investment approaches include equity, fixed income, balanced, and asset allocation strategies developed to supervise client portfolios and support diversified investment goals. The team, led by cofounders Kevin R. Caron and Chad A. Morganlander, has long-standing experience serving financial advisors and their clients, and the firm is frequently consulted by national media for market and investing perspectives. The organization operates within the financial services industry, positioning itself as an advisory entity that leverages its affiliation with Stifel to serve a broad client base.

Washington Crossing Advisors Global Highlights

North America
7

United States Of America
7

Washington Crossing Advisors's Leadership

J. B.
Client Portfolio Manager
Mobile Phone
Email
C. M.
Senior Portfolio Manager
Mobile Phone
Email
K. C.
Senior Portfolio Manager
Mobile Phone
Email
M. B.
Portfolio Manager
Mobile Phone
Email
C. M.
Portfolio Manager
Mobile Phone
Email
S. S. A.
Sales And Marketing
Mobile Phone
Email

Washington Crossing Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Legal
Accounting
Administrative
Other
Business Development

Contact profiles from Washington Crossing Advisors

Name

Title

Contact Info

Location

Last Update

J. B.
Client Portfolio Manager
Mobile Phone
Email
United StatesNew York
Nov 21, 2025
C. M.
Senior Portfolio Manager
Mobile Phone
Email
United StatesNew Jersey
May 31, 2026
K. C.
Senior Portfolio Manager
Mobile Phone
Email
United StatesNew Jersey
Jun 02, 2026
M. B.
Portfolio Manager
Mobile Phone
Email
United StatesPennsylvania
Apr 17, 2026
C. M.
Portfolio Manager
Mobile Phone
Email
Nov 05, 2025
S. S. A.
Sales And Marketing
Mobile Phone
Email
United StatesNew Jersey
Mar 03, 2026

Frequently Asked Questions

What is Washington Crossing Advisors known for?

Washington Crossing Advisors was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 305 Madison Avenue Morristown, New Jersey 07960 United States. Explore Washington Crossing Advisors's company overview page for more information.

What is Washington Crossing Advisors's most common email format?

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

How many employees does Washington Crossing Advisors have currently?

Washington Crossing Advisors has approximately 19 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Washington Crossing Advisors's key employees and leadership?

As of June 2026, Washington Crossing Advisors's key employees include:

Client Portfolio Manager: J. B.
Senior Portfolio Manager: C. M.
Senior Portfolio Manager: K. C.
Portfolio Manager: M. B.
Portfolio Manager: C. M.

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Washington Crossing Advisors Employee Directory

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