Ray Moncrieffe

Ray Moncrieffe is a Tax Director at Creative Planning Inc., a company that provides comprehensive wealth management services including investment management.1 As a Tax Director, Moncrieffe likely plays a crucial role in advising clients on tax-related matters and developing tax strategies within the context of wealth management.

Professional Background

While specific details about Ray Moncrieffe's career history are limited in the provided information, we can infer that he has expertise in tax planning and wealth management based on his current position. Creative Planning, where Moncrieffe works, is known for offering a wide range of financial services, suggesting that he likely has a broad understanding of various aspects of financial planning and tax optimization.

Recent Activity

In August 2024, Ray Moncrieffe shared a post on LinkedIn expressing pride in a young man named Isaiah Moncrieffe, who is a rising junior at the University of Chicago studying Public Policy and Economics.2 This suggests that Ray Moncrieffe may have a personal or mentorship connection to Isaiah, possibly a family member.

Professional Engagement

Ray Moncrieffe appears to be involved in educational initiatives related to his field. In April 2024, he was invited as an esteemed guest speaker for a session organized by Pathway Financial Education, which was tailored specifically for businesses.3 This indicates that Moncrieffe is recognized for his expertise and is actively sharing his knowledge with others in the industry.

While the available information doesn't provide extensive details about Ray Moncrieffe's full career history or educational background, his current role as Tax Director at Creative Planning Inc. and his involvement in speaking engagements suggest that he is a respected professional in the fields of tax planning and wealth management.