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» Back to Our Team page Aaron M. Beltrami, CFP® - Director 
Aaron’s responsibilities include client relationship management, financial planning and business development. Prior to joining Crestwood Advisors, Aaron was a Vice President with Fidelity Investments Private Client Group where he was responsible for managing over 400 high net worth family relationships and $1.5 billion in client assets. During his tenure there he offered guidance on a wide variety of investment, estate, tax, and philanthropic strategies. Aaron received his BA in Business Management from Assumption College in Worcester, MA. He is a member of the Financial Planning Association and is a Certified Financial Planner (CFP®) professional.
Aaron can be reached via email at abeltrami@crestwoodadvisors.com |
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