Carli Crutcher

Carli Crutcher is a Tax & Trust Associate for Pendleton Square. In this role, she works out of the Nashville office with the trust administration teams handling complex family trust matters, while also proving support for compliance, operations, and coordination of tax processes. Carli is a Nashville native and proud graduate of Cumberland University where she earned a Bachelor of Business Administration. During her time there, she realized her passion for people and building meaningful connections within the workplace.

Prior to joining Pendleton Square, Carli worked in asset management at Alliance Bernstein where her dedication for providing exceptional client service tied in perfectly with her finance expertise. She brings a personable approach and an eye for detail to ensure efficient collaboration across all teams to create positive and productive outcomes. Outside of work, Carli enjoys traveling, running marathons, spending time with her friends and family and her mini dachshund, Henry.