Perspectives

Madeleine joined Crestwood in 2022 and serves as the Office Manager in the Boston office. Madeleine is primarily responsible for general support of the firm’s operations and administration.  [...]

Bryce joined our team as an Operations Specialist in 2022 and recently transitioned to a Client Service Associate. The Client Service Associates’ primary goals are to support and improve services [...]

Jason joined Crestwood in 2022 and serves as a Portfolio Manager. Prior to joining Crestwood, he spent 14 years as a Senior Portfolio Manager at Bank of America Private Bank, formerly U.S. Trust. [...]

Alex joined Crestwood in 2022 and serves as a Wealth Manager. Alex has been helping high net worth families for over 12 years, and works with clients to develop customized asset allocations, [...]

Ben joined Crestwood Advisors in 2022 and serves as a Wealth Planner and Director. Ben started as an eBay entrepreneur in the 2000s. Although running a competitive online business was an [...]

Thomas joined Crestwood in 2021 and serves as a Planning Associate. Thomas is primary responsible for client onboarding, account and systems maintenance, in addition to other daily operational [...]

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 Wealth Planner. 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 [...]

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