Charlie W. Tricomi, Jr., CFA, CFP®
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 Z. Gore
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 R. Urbancic-Davis, CPWA®
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 [...]
Joseph P. Bruno
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 [...]
Nicholas J. Dipoto
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 V. So
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 [...]
