The people who work at Ivory Wealth Management not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Charles Crilly is the founder and president of, as well as a financial advisor at, Ivory Wealth Management. Charles has spent the past 15 years helping clients reach their financial objectives locally, nationally, and internationally. A graduate of the University of Massachusetts with a degree in economics, Charles began his financial career with Fidelity Investments in Boston. In 1998, Charles moved back to Connecticut and shortly thereafter began his career with the once storied firm of AG Edwards. In 2007, after AG Edwards was acquired by Wachovia Bank, Charles left the firm to open a new Morgan Stanley branch in his hometown of Essex, Connecticut.
Today, after successfully guiding clients, colleagues, and his office through a devastating period of financial unrest, Charles, knowing that there is a better way, has ventured out on his own to create a truly client- and community-centric firm, Ivory Wealth Management. Charles is joined by his business associate and client service associate of more than 10 years, Kathy Hofmann. Together, they are bringing to town a truly unique firm and are out to prove that there is a better way . . .
Jeremy Soboleski is a financial advisor at Ivory Wealth Management, where he provides advisory, brokerage, and investment management services to Ivory’s wealth advisory clients. Jeremy joined Ivory after spending more than six years in the business at Merrill Lynch and most recently an independent firm in New Haven. In addition to his financial background, Jeremy also offers a unique business owners’ perspective as a result of having owned and operated a series of successful small businesses before his foray into retail financial services.
Jeremy provides seasoned advice suited to high-net-worth individuals and business clients with a specialization in working with and servicing defined contribution and defined benefit plans.
Jeremy has earned the FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®) and also holds life/health, annuity, and long-term care insurance licenses. A native of Connecticut, Jeremy attended the Kingswood Oxford School in West Hartford for primary education before venturing off to Union College in Schenectady, New York, where he earned his BA in philosophy. Jeremy currently lives in Ivoryton, Connecticut, with his wife Amye and their three sons.
Kathy Hofmann is Ivory Wealth Management’s office manager and director of client relations. She has her FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®) and was recently promoted to portfolio associate. She started her financial career at AG Edwards in Southport, Connecticut, in 2000. Kathy transferred to the Essex branch of AG Edwards in 2004, where she commenced working with Charles Crilly. In 2007, Charles and Kathy moved their business to Morgan Stanley.
Kathy received her BA in English from Fairfield University and obtained her corporate paralegal degree from Adelphi University. Following her graduation, she worked as a manager in her family’s printing business in New York City. After a brief stint in the legal world, she began her early childhood teaching career and rose to codirector of a very large daycare program. She earned her early childhood accreditation before beginning her profession in finance.
Kathy is a single parent of three grown boys. She enjoys many outdoor activities, including gardening, boating, and her hot tub! Kathy resides in Old Lyme, Connecticut.
Tiffany Knoop joined Ivory Wealth Management as a vice president and financial advisor after spending more than six years in the business at Morgan Stanley. Tiffany specializes in financial planning-based asset management, with a focus on estate planning and wealth transfer. She has a history of successful relationships dealing with high-net-worth individuals as well as individuals and families who are early in their wealth accumulation phase.
Tiffany holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network® and also has her life/health and annuity insurance licenses. Having been born to a Dutch father and American mother, Tiffany was raised bilingual. She earned her BA in hospitality management, majoring in finance, at the International Hotel School, The Hague. Tiffany lives in Chester, Connecticut, with her husband, Raymon, and their four children.
Quentin D. Elliott
Quentin D. Elliott joined Ivory Wealth Management as a senior vice president and fixed income strategist. Quentin spent the last 10-plus years with Morgan Stanley; prior to that, he worked at the storied firm of AG Edwards for 20 years, from 1986 through 2007.
Quentin specializes in developing fixed income strategies and individual equity portfolios. His more than 30 years in the business will immediately be accretive to Ivory Wealth Management’s proprietary Flagship Portfolios. His work with high-net-worth clients and breadth of knowledge are an invaluable addition to our growing firm.
Quentin is a father of four and currently resides with his wife, Olof, in Essex where he has been a member of the community for more than 30 years.