Leah joined Crestwood Advisors LLC at its inception and is responsible for relationship management, financial planning, and operations management. Prior to Crestwood Advisors, Leah was the Investment Services Associate at Bingham Legg Advisers LLC where she was involved with client service and client development. Prior to her tenure at Bingham Legg, Leah was Finance Director for a congressional campaign, coordinating fundraising efforts and maintaining communication with contributors.
Leah received her BA from Brandeis University. She is a member of the Financial Planning Association, Boston Estate Planning Council, Boston Women in Finance, and is a Certified Financial Planner (CFP®) professional.