Veteran distribution executive joins to expand platform access for CresAlta’s active ETF and SMA strategies.

DENVER -- (Business Wire)

CresAlta Investment Management, Inc. (“CresAlta”), a conviction-driven, active investment management firm and an affiliate of AMG National Trust, announced today that Tom Moody has joined the firm as National Accounts Manager. Moody will focus on making CresAlta’s investment strategies available across intermediary and institutional channels.

“Tom knows what matters to platforms, gatekeepers, and professional buyers,” said Joshua Stevens, Chief Investment Officer of CresAlta Investment Management. “CresAlta is an established investment team with a compelling story to tell, and his role is to make sure advisors and decision makers hear it.”

The appointment comes as CresAlta builds its third-party distribution efforts for its investment offerings, including separately managed accounts and the CresAlta Global Dividend ETF (NYSE Arca: CVGD) and the CresAlta Small and Mid-Cap ETF (NYSE Arca: CVSM). The ETFs, launched in May 2026, are managed using investment strategies developed within AMG National Trust’s AMG Capital Management (ACM) Division, where those strategies have been applied and refined for over two decades.

“CresAlta has a unique story to tell,” said Tom Moody, National Accounts Manager at CresAlta Investment Management. “The investment expertise, discipline, and long-term track record behind these strategies deserve a broader audience. I'm excited to help expand the firm's reach, deepen relationships across the advisor community, and bring the teams investment approach to more investors.”

Moody has spent nearly three decades in national accounts and intermediary distribution. Most recently he led intermediary distribution at Argent Capital Management.

In his role as National Accounts Manager, Moody will work with Stevens and the CresAlta team to expand platform coverage, support advisor due diligence, and strengthen the firm’s outreach.

About CresAlta

CresAlta Investment Management, Inc. is a conviction-driven active investment manager born from AMG National Trust’s 50 years of investment and wealth management experience, focused on real-world portfolio construction and asset allocation. CresAlta provides investors, advisors, and family offices with allocation-ready investment solutions across a suite of ETFs and SMAs.

For more information, visit www.cresalta.com

Disclosures:

CresAlta’s ETFs are newly organized and have limited operating history. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

CresAlta’s ETFs are distributed by Paralel Distributors LLC (Paralel). CresAlta Investment Management, Inc. (CresAlta) serves as the investment advisor. CresAlta and AMG National Trust (AMG) are not affiliated with Paralel.

Please click here to view the Prospectus.

An SMA does not have a prospectus, is not a registered product, and does not afford the oversight that a 1940 Act product does. CVGD and CVSM are 1940 Act funds and distributed by Paralel. SMAs and related investment advisory services are provided by CresAlta, a federally registered investment advisor. Paralel is not affiliated with CresAlta and does not distribute SMAs.

CresAlta Investment Management, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). SEC registration does not constitute an endorsement of the advisory firm by the SEC, nor does it imply a certain level of skill or training.

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Contacts:

Media Contact
Derrius Rodgers, Senior Account Executive
Lyceus Group
cresaltapr@lyceusgroup.com
815.260.5693

Source: CresAlta Investment Management, Inc.