Crestwood Advisors LLC is pleased to announce that Aaron Beltrami, CFP® has been hired to the position of Director.
“We are delighted to bring someone with Aaron’s skills and experience to Crestwood Advisors”, said John W. Morris, Managing Partner. “Aaron is a wonderful addition to our team and we are excited for the additional depth and fresh perspectives he will bring to our clients.”
Mr. Morris added, “Aaron’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 the exemplary service our clients expect from us.”
Prior to joining Crestwood Advisors, Mr. Beltrami was a Vice President at Fidelity Investments, a Boston-based mutual fund company. While at Fidelity, Aaron was responsible for managing individual and family investment relationships.