Welcome to Crescent Bay Advisors

Founder and President

Before launching CBA in 2009, Larry spent over 15 years at The Ayco Company, L.P., which was acquired by Goldman, Sachs & Co. in 2004. At the time, Larry was one of approximately 35 senior partners. His last 5 years at Ayco were spent working in their multi-family office.

Larry received his BS in Business Administration from State University of New York at Oswego. Larry attended University of Akron School of Law where he earned his JD. He also attended Albany Law School. Larry passed the New York Bar Exam in July 1993.

Director of Tax

Before joining Crescent Bay Advisors in 2023, Cory spent 15 years working in public accounting. He began his career with a California Bay Area based public accounting firm where he worked on both audit and tax engagements. After obtaining his Certified Public Account (CPA) license in 2009, he decided that tax was where he wanted to focus his career. He has spent his career working with closely held businesses and high net worth individuals to ensure their tax compliance and planning needs are met.

Cory received his Master of Science in Taxation from Golden Gate University and his BS in Business Administration from Boise State University.

Chief Operating Officer

Prior to rejoining CBA in 2017, Alicia worked in Business Development & Client Relations at Kayne Anderson Capital Advisors, L.P. Before that, Alicia was a Financial Analyst in Private Wealth Management at Goldman, Sachs & Co. Alicia began her career in financial services with an internship at CBA in 2012.

Alicia attended Harvard University where she played varsity soccer and graduated with a BA in Economics and a secondary degree in Psychology.

Account Manager

Before joining CBA in 2018, Nick worked at BNY Mellon Wealth Management as a Sales Associate from 2015-2018. Previously, Nick was a Financial Advisor Associate at UnionBanc Investment Services and a Financial Advisor at Merrill Lynch.

Nick graduated from the University of Arizona with a BA in Economics. He also earned the Certified Financial Planner (CFP) designation in 2016.

Accounting Manager

Prior to joining CBA in 2023, Katherine was a Senior Accountant in the private and public accounting sectors. She has supported clients in a variety of industries ranging from traditional manufacturing accounting to biotech and nonprofits. She has her Bachelor of Science in Business from California State University Channel Islands, and her Master of Science in Accounting from California State University Sacramento. She is currently a Certified Public Accountant (CPA) candidate with the California Board of Accountancy and is actively sitting for her CPA exams.

Financial Analyst

Prior to joining CBA in 2023, Andy worked at the Automobile Club of Southern California (AAA Insurance) managing the insurance and pension investment portfolios and at Toyota Motor Sales managing pension and 401K investments. He started his career at fixed income investment managers such as PIMCO as a fixed income analyst and at Payden & Rygel as a fixed income trader.

Andy received his MBA from University of Southern California Marshall School of Business, and his BA in Economics from University of California, Los Angeles (UCLA). Andy has also earned the Chartered Financial Analyst (CFA) designation.

Account Specialist

Yafet joined CBA in 2021. Prior to that he worked at Audi as a Service Master Technician from 2008-2021.

Yafet graduated from Mt. San Antonio College in 2007 and the Universal Technical Institute in 2008 with an Automotive Technology Technical Degree.

Senior Account Manager

Prior to joining CBA in 2015, Arnold worked at MullinTBG Advisors (now Prudential Retirement) where he developed and managed a $400 million investment portfolio and served as the firm’s Chief Operating Officer. He started his career at The Ayco Company, L.P. (acquired by Goldman, Sachs & Co.) providing financial planning and advice to high-net-worth corporate executives.

Arnold received his MBA from University of Southern California Marshall School of Business, and his BS in Economics from University of California, Irvine.

Head of Information Technology

Prior to joining CBA in 2022, Grant worked as an IT consultant for various organizations from 2020 to 2022. He also worked at All That Barbecue Restaurant Group and Octopus Restaurant Group from 2012 to 2020 in various roles including general manager.

Financial Analyst

Before Tuuwala joined CBA in 2020, he worked as a compliance analyst at PayPal from 2018-2019 and at HSBC from 2016-2017. Previously, Tuuwala worked as a Tax Administrator at Scotia Wealth Management from 2013-2015 and a Tax Professional at H&R Block from 2012-2013. He also worked at the Bank of Novia Scotia from 2011-2013.

Tuuwala graduated with a BA in Economics and minor in Commerce from the University of British Columbia in 2011. He is pending acceptance into the Chartered Financial Analyst (CFA) Institute after successfully completing his exams.

Staff Accountant

Prior to rejoining CBA in 2024, Megan worked in Private Client Services at Andersen Tax LLC, specializing in partnership and individual tax compliance work. Megan was also an intern at CBA in 2021.

Megan graduated from Chapman University in 2022 with a BS in Accounting and Data Analytics. She is currently pursuing her Certified Public Accountant (CPA) license.

Account Specialist

Before joining CBA in 2019, Kristin worked as an Operations Manager and Office Administrator for Elite Office Solutions, Inc. from 2016-2019. Previously, she worked at American Apparel as a Production Assistant Manager and Research Assistant from 2008-2016.

Kristin graduated from California State University, Los Angeles in 2009 with a degree in Biology. She is also a Notary Public.

Account Manager

Prior to joining CBA in 2016, Aimee worked in Portfolio Management at Anfield Capital Management, a boutique Investment Management firm in Newport Beach. Prior to that she worked at Bank of Florida Corporation in Treasury Management and began her career in the financial services industry at Morgan Stanley.

Aimee received an MBA from the University of California, Irvine and a BS in Business Administration from the University of Florida.

Financial Analyst

Prior to rejoining CBA in 2022, Luke founded Treasury Management Partners in 2020, an independent FX consulting firm that delivers solutions to finance and treasury departments of businesses and institutions as well as private clients. Before that he worked with Skybound Wealth Management where he led business development teams across Dubai and Qatar helping expatriates with their financial planning. Previously he worked at Global Reach Group where he was responsible for creating FX hedging strategies for corporate accounts. Luke originally interned at CBA in 2014.

Luke graduated from the University of Birmingham with a BS in Business Management in 2013. He earned his Investment Advice Diploma in UK Regulation & Professional Integrity and Investment Risk & Taxation from the Chartered Institute for Securities & Investment (CISI).

Account Specialist

Prior to joining CBA in 2023, Quinn worked as a Marketing Intern at Frias Agency.

Quinn graduated from University of California, Los Angeles (UCLA) with a bachelor’s degree in Economics.

Financial Analyst

Before rejoining CBA in 2020, Nicolas held several internships in finance, including BelVest Asset Management as an Asset Management Intern in 2016 and Sound West Group as an Analyst on the team that brought the first Opportunity Zone Fund to market in 2019. Nicolas was also an intern at CBA in 2018.

Nicolas graduated Cum Laude from the NYU Stern School of Business in 2020 with a BS in Finance and Sustainable Business. He is currently pursuing his Chartered Financial Analyst (CFA) designation.

Chief Financial Officer and Senior Account Manager

Before joining CBA in 2012, Joseph was a manager at Wishnow Ross Warsavsky & Co., a boutique accounting firm specializing in tax, business management, and estate planning from 2006 to 2012. Joseph began his career in public accounting as a Corporate Audit Senior Associate with KPMG LLP.

Joseph received his Master of Science in Taxation from Golden Gate University and his BS in Business Administration from Emory University. While Joseph is not a practicing public accountant, he maintains his Certified Public Accountant (CPA) license.

Senior Account Manager

Prior to joining CBA in 2011, Garrett worked as an analyst at International Farming Corporation (IFC) in Newport Beach, California. IFC purchased farmland investments, where Garrett was essential in closing their first fund of $182.5 million.

Garrett received his MBA from University of California, Irvine in 2010 and his BS in Management Science from University of California, San Diego in 2006. Garrett also earned the Chartered Financial Analyst (CFA) designation in 2014.

Account Specialist

Before joining CBA in 2015, Andrew worked at The Ritz-Carlton, Laguna Niguel from 2008-2015 in a variety of roles including Accountant, Manager on Duty, and Front Desk Supervisor.

Andrew graduated from Chapman University in 2007 with a BS in Leadership & Organization Studies and Communications.