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 is responsible for supporting the firm’s daily operations. He graduated for the University of South Carolina with a BA in Finance and [...]
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 [...]
Grace joined our team as an Operations Specialist in 2022 and is responsible for supporting the firm’s daily operations. Prior to joining Crestwood, Grace served as an Operations Assistant [...]
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, [...]
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 [...]