Daniella is responsible for general support of daily operations, client service, and administration at Crestwood Advisors LLC.
Prior to joining Crestwood, Daniella worked at Investors Bank and Trust (now State Street Corporation) as a custody fund accountant where she was responsible for the custody accounting of several mutual funds, and acted as liaison between each fund and the client.
Daniella received a B.S. in Marketing and Finance from Fairfield University in Fairfield, CT.