Firm Principals

As long-time expatriates and financial professionals, we understand the financial challenges faced by those living abroad. Having established a path for our own financial futures, we chose to leave the institutional financial world, combining our strong finance backgrounds and long-time experience as expats to help others put worry and stress behind them. We now provide financial planning and investment advisory services to expatriates and their families throughout Southeast Asia.

Chad Creveling, CFA

Chad is the Managing Director of Creveling & Creveling Private Wealth Advisory. His experience in institutional research, corporate advisory, and private wealth advisory has given him a firm grasp of the financial issues and challenges facing his international clients, as well as the experience and analytical skills needed to help them evaluate their options and make good planning decisions. A former US Army Infantry officer, Chad is known for his good judgment, clear thinking, and solid decision-making skills. He brings to his clients an exceptionally high level of dedication, a clear communication style, and a genuine desire to help them reach their financial and life goals.

Biography

Peggy Creveling, CFA

Peggy is the Executive Director of Creveling & Creveling Private Wealth Advisory. In her previous position as an institutional head of equity research, she pushed her analysts to go beyond the surface story and delve into more detailed analysis of economic forecasts, industry trends, and corporate cash flows. As a result, her team produced higher quality recommendations for their fund manager clients. A former US Military Intelligence Officer, she was known for her ability to grasp complex concepts quickly and communicate thoughtfully and with insight. Patient, clear-headed, and articulate, she welcomes her private clients’ questions and works with them to make the most of their financial resources.

Biography