Perspectives

FOR IMMEDIATE RELEASE Boston-based firm earns spot on prestigious annual list for second year in a row Boston, Mass. (September 20, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment [...]

Thomas joined Crestwood in 2021 and serves as a Client Service Associate. Thomas is responsible for client account maintenance in addition to other daily operational needs with the Wealth [...]

Charlie joined Crestwood in 2021 and serves as a Portfolio Manager and Director. Charlie works closely with high-net-worth multi-generational families and charitable foundations to help achieve [...]

Nathan joined Crestwood in 2021 and serves as our Technology Specialist. Nathan is responsible for Crestwood Advisors technology program which ranges from solving staff’s technology issues to [...]

Hillary joined Crestwood in 2021 and serves as a Client Advisor. Hillary is responsible for relationship management and the financial planning needs of clients as a member of the wealth [...]

Joe Joined Crestwood in 2020 and serves as a Client Service Associate on the Wealth Management Team. Joe is responsible for client onboarding, account and systems maintenance, as well as other [...]

Nick joined Crestwood in 2020 and serves as an Operations Specialist. He is responsible for supporting the firm’s daily operations. Nick graduated from Bentley University with a BS in [...]

Tiffany joined Crestwood in 2020 and serves as a Client Advisor. As a member of the Wealth Management Team at Crestwood, Tiffany ensures a highly interactive and collaborative approach with [...]