Brandon D. Lozier

Operations Specialist

Brandon Lozier is responsible for support of the firm’s daily operations. Brandon believes that “Crestwood’s operational accuracy and efficiency are important to our clients by reducing the stressors that come with having complicated financial lives”.

Prior to joining Crestwood, Brandon was a member of a Fund Administration team at State Street Corp in Boston, MA.

Brandon graduated from the University of Massachusetts Dartmouth with a BS in Finance and currently resides in Medford. Brandon can be reached at blozier@crestwoodadvisors.com.