Julius Swolsky in

Julius Swolsky

Captain · DISC type DS
Co-Founder and Managing Partner at CrownPoint Partners
📍 Laguna Beach, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
12 Years
Current Role
Co-Founder and Managing Partner
Job Level
Leadership
Location
Laguna Beach, California, United States
Personality Overview

How Julius shows up

Dynamic But Sincere
Output-Driven
Decisive But Calm

Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Julius cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2025
Co-Founder and Managing Partner
CrownPoint Partners
4-2024 - 2-2025
Managing Director
Graystone Capital Advisors
6-2023 - 4-2024
Senior Vice President
Graystone Capital Advisors
8-2022 - 6-2023
First Vice President
Graystone Capital Advisors
4-2022 - 8-2022
Vice President
Graystone Capital Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2018
Bachelor of Science (BS)
Chapman University
2014 - 2015
Finance
The University of Toledo
2013 - 2014
Finance
Capital University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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