Crestwood Fosters Talent Expansion – From A Distance

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FOR IMMEDIATE RELEASE

Remote work success allows firm to continue along growth trajectory

Boston, Mass. (January 21, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm with offices in Massachusetts and Connecticut, today announced recent additions to its team of financial professionals and expansion plans for 2021.

Since switching to a remote work model in 2020, Crestwood has made five hires, including four at the end of the fourth quarter.

The latest team additions include:

“When the pandemic began, we weren’t sure how going virtual would impact team expansion, but we adapted quickly and it has worked in our favor as there has been a dramatic uptick in financial professionals who are looking for added flexibility, including remote work options,” said Crestwood CEO/Managing Partner Michael Eckton.

“Dynamic firms like Crestwood, who have embraced technology and the flexible work environment that will likely remain in place, may continue to have a competitive advantage in the recruitment and retention of employees,” Eckton added. “We’re thrilled to welcome our new teammates to add depth and expand client engagement in 2021.”

Increasing demands from high-net-worth individuals and families for comprehensive financial planning services and investment strategies has allowed Crestwood to continue growing. With its recent additions, the firm has surpassed 40 employees across three regional offices.

Crestwood leaders remain active in their remote recruiting efforts of wealth management professionals, including financial planners and portfolio managers to further enhance client support and achieve results that meet their current and future growth objectives.

 

About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $4 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.

Crestwood CEO Joins Lenny Zakim Fund Board of Directors

Crestwood CEO Joins Lenny Zakim Fund Board of Directors

FOR IMMEDIATE RELEASE

Eckton looks to help Boston-based grassroots organization advance mission with further involvement

Boston, Mass. (January 4, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm based in Boston, today announced that CEO and Managing Partner Michael Eckton has joined the Lenny Zakim Fund (“LZF”) board of directors.

Eckton will serve an initial three-year term on the board of the Boston-based nonprofit organization. Having supported the Lenny Zakim Fund on a personal level for more than a decade, Eckton asserts his involvement stemmed from his strong belief in the organization’s mission of achieving social, racial and economic justice for all.

Over the past 10 years, Eckton has served as a site visitor, bridge builder and volunteer on internal committees with LZF, including those tasked with allocating funds to grantees.

“For 25 years, the Lenny Zakim Fund has played a vital role in grant making to address the countless needs in our local communities, and I’m honored to play a small part in encouraging and highlighting the ongoing work being done by LZF and its leadership team,” Eckton said. “I’m committed to doing my part to uplift our grassroots community organizations who are forever challenged and especially struggling under the current circumstances.”

 Supporting the community is also a central part of Crestwood Advisors’ mission. Under Eckton’s leadership, the firm embraces the opportunity and responsibility to support the communities in which its team works and lives through leadership, volunteer or financial contributions.

“Joining the board of the Lenny Zakim Fund is a wonderful opportunity to help continue acknowledgment and support of social issues, and directly help disadvantaged populations,” Eckton said.