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News & Updates » Newsletters Newsletters July 2008
The first half of 2008 has been a difficult period for investors with the S&P 500 off 12.9% and the Dow Jones Industrials off over 14%. More » An energy crisis is upon us, caused by surging demand of booming emerging economies, limited new supply from constrained oil producers, and slow advancements towards new energy solutions and energy efficiency. More » It was easy for wariness to give way to downright distress during the second quarter. More » News & Updates 08.18.05 — Press Release Robert G. Ix, CFA, CIC Joins Crestwood Advisors LLC Crestwood Advisors LLC, an SEC registered investment advisor, is pleased to announce that Robert G. Ix, CFA, CIC has joined the firm as Principal. Prior to joining Crestwood Advisors, Mr. Ix was a Vice President-Portfolio Manager with Loomis Sayles & Company, LLP where he oversaw the investment counseling group's Boston office and co-managed the Loomis Sayles Tax Managed Equity Fund. More » 04.01.04 — Press Release Crestwood Advisors Welcomes Jonathan D. Callahan, CFA as Equity Analyst Crestwood Advisors LLC is pleased to announce that Jonathan D. Callahan, CFA has been hired to the position of Equity Analyst. "We are delighted to bring someone with Jonathan's skills and experience to Crestwood Advisors", said John W. Morris, Principal. "Jon is a wonderful addition to our team and we are excited for the additional depth and fresh perspectives he will bring to our proprietary investment disciplines". More » 05.09.03 — Press Release Boston-Based Wealth Management Firm Launched: Crestwood Advisors LLC Michael A. Eckton, CFA, and John W. Morris are pleased to announce the formation of Crestwood Advisors LLC, a Boston-based SEC registered investment advisor. Mr. Eckton and Mr. Morris, both Principals of the new firm, founded Crestwood Advisors LLC to provide customized, comprehensive investment solutions to high net worth individuals, foundations and endowments. More » |
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