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Our Private Asset Management Team

An investment and planning team driven to help you build a heritage

Our team truly cares about each client, their families, and their long-term fiscal health. 

We’re led by Chief Investment Officer Kelly Crane, CFP®, CLU, CFA, MBA, who has a 35-year history helping individuals, nonprofits, and generations of families build a heritage. With his advanced studies and experience, Kelly can offer expert advice for your unique situation. His comprehensive financial planning approach considers your cash-flow needs, tax picture, and personal risk tolerance to ensure your investments match your risk and return objectives.  

With us, you’re family. 

Kelly F. Crane, CFP®, CLU, CFA, MBA Photo Kelly F. Crane, CFP®, CLU, CFA, MBA Hover Photo
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Kelly F. Crane, CFP®, CLU, CFA, MBA

President & Chief Investment Officer

Kelly Crane, President and Chief Investment OfficerKelly F. Crane, CFP®, CLU, CFA, MBA

President & Chief Investment Officer

“In the 1980s, my mother lost our entire family nest egg to bad investment advice on a ‘hot tip.’ I became a wealth manager, with emphases in financial planning and risk-sensitive investing, in large part because of this. I wanted to help families eliminate needless losses, accumulate with less investment risk, and keep more of what they’d built.  

“Now, more than 35 years later, this is still the cornerstone of my investment and wealth management philosophies, and I hope it’s my legacy as a wealth manager. I want to help clients make smart financial decisions, avoid losing money to unnecessary risk, and build heritage.” 

Certified Financial Planner professionals

As a Chartered Financial Analyst (CFA), Kelly is highly skilled in analyzing investments. As a CERTIFIED FINANCIAL PLANNER™ professional, he integrates a client’s cash-flow needs, tax picture, and personal risk tolerance into their investment plan instead of investing solely from a fund’s potential. He strongly believes that long-term, effective wealth management begins with financial planning and includes a proactive risk-reduction plan. This holistic approach can help ensure your investments match your long-term risk and return objectives and, hopefully, help you build a heritage for generations to come.

To contact Kelly, call (510) 235-1046  or    

Schedule a Complimentary Consultation 

Richard "Phil" Philbrook Photo Richard "Phil" Philbrook Hover Photo
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Richard "Phil" Philbrook

Retirement & Financial Planning Analyst

Richard Philbrook, Retirement and Financial Planning AnalystRichard "Phil" Philbrook

Retirement & Financial Planning Analyst

Phil serves as a Retirement and Financial Planning Analyst. His primary role is to ensure that Heritage Capital Private Asset Management continues to provide exceptional client service and support in all practice areas. He creates financial plans and reports that integrate intricate tax and investment scenarios and model future cash flows. This helps clients quickly visualize their financial future and understand how taxes, expenses, and liabilities today can impact their future assets and income. If customization is what you need, Phil can assist with reports tailored to your individual situation and requirements.  

Additionally, Phil leads our trading execution and drives our initiative to improve technology in our portfolio management systems—an effort geared toward more seamless trading, which can improve portfolio performance over time. 

Phil served in the Air Force during the 1970s, both overseas and domestically. He was an Air Combat Crewman and Law Enforcement Officer and finished his service at the famous Air Force Survival School at Fairchild Air Force Base. He earned a bachelors degree in organizational behavior from the University of San Francisco. 

To discuss your retirement or financial planning goals, please feel welcome to contact or schedule an appointment with Phil. 

To contact Phil, call (510) 235-1046 ext. 101 or

Schedule a Complimentary Consultation 

Elspeth S. Campbell Photo Elspeth S. Campbell Hover Photo
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Elspeth S. Campbell

Client Services Coordinator

Elspeth Campbell, Client Services CoordinatorElspeth S. Campbell

Client Services Coordinator

As part of our Client Services team, Elspeth is a personable solution-maker. With over 10 years of project and administrative support experience, she is strong in follow-through, enjoys working collaboratively to ensure a client’s needs are met, and strengthens our goal of exceptional client service. She is a certified Notary Public and a QuickBooks Certified ProAdvisor with our sister company InConcert Financial Group®.

For existing clients, you may hear from Elspeth regarding your upcoming meetings, events, or other client-service affairs. 

Based in our El Cerrito office, Elspeth is fluent in SpanishPlease feel welcome to contact her to schedule an appointment or consultation, to connect with Kelly or Phil, or for any general servicing needs or inquiries. 

To contact Elspeth, call (510) 235-1046 ext. 110 or   

Schedule a Complimentary Consultation