Partner, CCO & Managing Director, Operations
Roy Treible’s primary responsibilities include managing the firm’s SEC compliance, operations and technology infrastructure. He believes that “Crestwood’s advantage in the marketplace is that we are nimble enough to provide a personalized, high touch service to each client yet offer sophisticated advice due to the depth of our experience.”
Prior to joining Crestwood, Roy was a Partner and Chief Compliance Officer/Chief Information Officer at North American Management Corp., a wealth management firm in Boston. Previously, Roy was a senior consultant for Advent Software, where he assisted Investment Advisors throughout the country on operations, technology and workflow efficiencies. Roy began his career as an associate for a boutique Investment Advisor in New York, where he performed a variety of operational, trading and client support functions.
Roy earned a BA from John Jay College and an MBA in Finance from Pace University’s Lubin School of Business. Roy can be reached at firstname.lastname@example.org.