In Archived

Crestwood Advisors LLC is pleased to announce that Matthew S. Morse, CFA has been hired to the position of Director.

“We are pleased to have Matt and his deep equity research experience on our team” said John W. Morris, Managing Partner. “Matt’s integrity and keen understanding of the fundamental equity research process makes him a wonderful addition to our organization.”

Mr. Morris added, “Matt’s hire is an important step in the evolution of Crestwood Advisors and is consistent with our commitment to devoting the resources necessary to deliver exemplary investment management results at our firm.”

Prior to joining Crestwood Advisors, Mr. Morse was an investment research associate at The Capital Group Companies where he was responsible for equity research for institutional client portfolios.

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