Brion Crum is the Director, Investor Experience & Client Relations Lead at Caliber. He serves as a trusted resource for investors, helping enhance the investor experience, strengthen client relationships, and expand Caliber’s network. Drawing on his deep knowledge of the company and long-standing industry relationships, Brion fosters meaningful connections that create lasting value for investors and the firm.

Prior to Caliber, Brion was a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth investors and business owners on strategies for asset protection, tax planning, and portfolio construction. Brion began his career as an internal wholesaler at ING Funds before becoming an independent advisor and consultant for companies with high-growth potential and their executives.