Crooked Tree Capital Advisors

CONNECT

Address:

267 Creekside Dr., #300
Petoskey, MI 49770

Phone:

231-348-2516

Fax/Other:

231-622-7412

Joan Marshall

Joan Marshall

Client Service Manager

Joan has been with CTCA since the firm's founding.  She holds a bachelor's degree in Packaging Engineering from Michigan State University and an MBA from Xavier University.  Joan also holds the Claritas Investment Certificate from the CFA Institute.    She oversees all the operational and administrative support responsibilities that are critical to delivering a successful client experience. Joan serves on the Petoskey Education Foundation Board of Directors and is very involved as a Team Mom of various youth sports teams.  She lives in Petoskey with her husband and their two boys. 

Phone 231-348-2516
Fax 231-622-7412
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck