Crestwood Advisors

A founding member of the firm, Michael’s primary responsibilities are managing client portfolios and overseeing investment research. “There’s great energy and team philosophy at Crestwood. Everyone has a shared passion and dedication for doing their utmost best to deliver great results for our clients.” Prior to joining the firm, Michael was a Managing Director and Senior Portfolio Manager with Bingham Legg Advisers LLC, in Boston, and played a key role in its formation and development. He also served as an investment advisor to high-net-worth individuals as a Vice President with Kidder Peabody in Boston, and Donaldson, Lufkin & Jenrette and Bear Stearns in New York City. Michael earned a BS from the University of Delaware and an MBA from the Stern School of Business at New York University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society. Michael can be reached at meckton@crestwoodadvisors.com.

Rob’s primary responsibilities are managing client portfolios and overseeing investment research. He brings great depth of institutional investment experience from his roles as a portfolio manager, municipal bond trader, equity analyst and mutual fund manager at some of the largest investment firms in the country (New York-based Loomis Sayles, The Bank of New York, Boston-based Fidelity Management & Research). “A boutique environment allows everyone to participate in the direction and growth of the firm. Every person working here understands the responsibility we have been entrusted with. It is rewarding, and humbling, to earn the trust of individuals and families.” Rob earned a BA from Kenyon College and an MBA from Case Western Reserve University, and holds the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations. He is a member of the CFA Institute and the Boston Security Analysts Society, and is a trustee for the Trinity-Pawling School and the McCaddin-McQuirk Foundation. Rob can be reached at rix@crestwoodadvisors.com.

A founding member of the firm, John’s primary responsibilities are managing client relationships and new business development. John sees his greatest responsibility as “ensuring we are communicating effectively and meeting each client’s standard of excellence.”  Previously, John was a Managing Director with Bingham Legg Advisers LLC, in Boston, where he successfully initiated the firm’s effort to develop and broaden new distribution channels as well as build a broad infrastructure to service third-party intermediaries. Earlier, he was a Partner and Senior Vice President at Corby Capital Markets, a Boston-based investment banking firm, and worked at the Chicago-based investment firm Wayne Hummer & Co. John earned a BA from Kenyon College and an MBA from F.W. Olin School of Business at Babson College. He sits on the board of trustees of Family Service of Greater Boston and is a member of the Boston Estate Planning Council. John can be reached at jmorris@crestwoodadvisors.com.

A founding member of the firm, Leah’s primary responsibilities are managing client relationships and overseeing the firm’s operations. She became a Partner at the firm in October 2008. Leah views her greatest responsibility as “integrating holistic wealth management strategies for the benefit of each client’s unique circumstance.” Previously, Leah was the Investment Services Associate at Bingham Legg Advisers LLC, in Boston, and Finance Director for a congressional campaign. Leah earned a BA from Brandeis University and is a Certified Financial Planner (CFP®). She is a member of the Financial Planning Association, the Boston Estate Planning Council and Boston Women in Finance. Leah also is involved with the Women’s Lunch Place of Boston and the Crittenton Women’s Union. Leah can be reached at lcadillac@crestwoodadvisors.com.

James is primarily responsible for originating research and investment recommendations based on Crestwood Advisors’ strict investment discipline. Prior to joining Crestwood, James worked as a healthcare analyst at MFS Investment Management. James began his career at Eaton Vance where he was responsible for covering small-cap growth equities. James believes that “Crestwood combines a disciplined investment process with a patient approach.  When you add a group of people that truly care about their clients and each other to that discipline, it creates a long term sustainable competitive advantage that is incredibly difficult to match.”  James earned a BS from Boston College and an MBA from the University of Chicago Booth School of Business.  James holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the Boston Security Analysts Society.  James can be reached at jbacon@crestwoodadvisors.com.

Aaron’s primary responsibility is managing client relationships. Aaron defines his greatest responsibility to clients as “fully understanding their personal and financial circumstances, so that I can assist our management team in tailoring an investment portfolio that meets their objectives.” Before joining the firm, Aaron was a Vice President with Fidelity Investments Private Client Group, in Boston. At Crestwood Advisors, he appreciates the fact that “we invest alongside our clients, which is rare in this industry and demonstrates a high level of conviction that we are dedicated to the solutions we present.” Aaron earned a BA from Assumption College, is a Certified Financial Planner (CFP®), and is a member of the Financial Planning Association and the Boston Estate Planning Council. Aaron can be reached at abeltrami@crestwoodadvisors.com.

Matthew’s primary responsibility is originating research and investment recommendations based on Crestwood Advisors’ strict investment discipline. Prior to joining Crestwood, Matthew worked on equity analysis for The Capital Group Companies (Capital International Research) in New York. Earlier, he was a Senior Associate at PricewaterhouseCoopers, in Boston. “Having analyzed companies in various industries, with an emphasis on finding underappreciated or undervalued securities, helps with identifying attractive investments for Crestwood Advisors’ clients.” Matthew received a BS from the University of Southern California, holds the Chartered Financial Analyst (CFA) designation, and has also passed the Uniform Certified Public Accountant (CPA) exam. He is a member of the CFA Institute and the Boston Security Analysts Society. Matt can be reached at mmorse@crestwoodadvisors.com.

Daniella is primarily responsible for general support for the firm’s daily operations, client service and administration. She wants every client to “walk away knowing that their needs were handled in a competent and efficient manner, and they feel taken care of.” Prior to joining Crestwood Advisors, Daniella was a Custody Fund Accountant at Investors Bank and Trust (now State Street Corporation), in Boston. She received a BS from Fairfield University and is pursuing an MBA from Northeastern University. She is a Big Brother/Big Sister volunteer. Daniella can be reached at dboni@crestwoodadvisors.com.

Jill is primarily responsible for general support for the firm’s daily operations, client service and administration.  She believes in “making sure that each client is fully heard and that their requests are carried out in a dedicated and timely fashion.”  In 2008 she completed an internship as an account manager at the McNamara Group, a leader in staffing and consulting services for investment management and investment advisory firms.  She earned a B.A. from Vassar College and is enthusiastic about beginning her professional career at Crestwood Advisors.  Jill can be reached at jkaufman@crestwoodadvisors.com.

David is primarily responsible for originating research and investment recommendations based on Crestwood Advisors’ strict investment discipline. David believes that “the focused team at Crestwood Advisors is the driving force behind the organization’s success.  In a boutique environment every team member is integral to exceeding the client’s expectations.”  Prior to joining Crestwood, David worked as an analyst for TSC Ratings, a division of TheStreet.com, creating independent equity research reports for institutional clients.  Previously, he was a junior analyst at Cambridge Associates, an investment consultancy, focused on private equity and venture capital partnerships.  David graduated cum laude from Northeastern University with a bachelor’s degree in business administration with a concentration in Finance.  He is a Level III CFA Candidate and is a member of the Boston Security Analysts Society and the CFA Institute.  David can be reached at dmacdougall@crestwoodadvisors.com.

Meg is primarily responsible for client service and operations. She is involved in the daily operations of the firm, including the portfolio management system and client reporting management. As part of her client service responsibilities, she enjoys “making a positive difference in each client’s life financially and making certain that every client’s needs are seamlessly met.” Her career began as a Marketing Associate at Emerson Investment Management, Inc., in Boston. She holds a BS from Simmons College and is pursuing a Certified Financial Planner (CFP®) designation. Meg can be reached at msweet@crestwoodadvisors.com.