Perspectives

Alex joined Crestwood in 2022 and serves as a Wealth Advisor. 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 Client Advisor for the firm. Ben started as an eBay entrepreneur in the 2000s. Although running a competitive online business was an [...]

Grace joined Crestwood in 2022 and serves as an Operations Specialist. She is responsible for supporting the firm’s daily operations. Prior to joining Crestwood, Grace served as an [...]

Frank joined Crestwood in 2022 and serves as a Client Service Associate on the Wealth Management team. Frank is responsible for the daily operational needs of the Wealth Management team, [...]

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

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 [...]

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 [...]