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Perspectives

Home » Archives for Crestwood Advisors
 Crestwood Advisors Ranked No. 93 in Barron’s Top 100 RIA Firms List
By Crestwood Advisors
In Awards & Accolades, Perspectives
Posted September 21, 2023

Crestwood Advisors Ranked No. 93 in Barron’s Top 100 RIA Firms List

FOR IMMEDIATE RELEASE Fast-growing New England advisory firm earns prestigious national accolade Boston, Mass. (September 21, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment [...]

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 Endurance Wealth Management Named to CNBC FA 100 List of Nation’s Top Financial Advisory Firms
By Crestwood Advisors
In Awards & Accolades, Perspectives, Press Releases, Wealth Planning
Posted September 18, 2023

Endurance Wealth Management Named to CNBC FA 100 List of Nation’s Top Financial Advisory Firms

FOR IMMEDIATE RELEASE Boston, Mass. (September 18, 2023) – Crestwood Advisors Group, LLC (“Crestwood”), a leading boutique investment advisory and wealth management firm, is proud to announce [...]

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 Recent Merger with Endurance Wealth Management, Inc. Garnering Regional and National Attention
By Crestwood Advisors
In Investments, Press Releases, Wealth Planning
Posted September 14, 2023

Recent Merger with Endurance Wealth Management, Inc. Garnering Regional and National Attention

At Crestwood Advisors, our mission is to provide exceptional investment strategies to high-net-worth individuals and families wherever they are in life, which is why we are excited that our [...]

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 Crestwood Advisors Completes Merger with Endurance Wealth Management
By Crestwood Advisors
In Perspectives, Press Releases, Wealth Planning
Posted September 5, 2023

Crestwood Advisors Completes Merger with Endurance Wealth Management

Boston-based advisory firm expands growing New England footprint into Rhode Island Boston, Mass. (September 5, 2023) – Crestwood Advisors Group, LLC (Crestwood), a leading boutique investment [...]

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By Crestwood Advisors
In
Posted September 5, 2023

John J. Webber

John joined Crestwood in 2023 and serves as a Director and Senior Research Analyst. Prior to joining Crestwood, John directed Endurance Wealth Management’s Equity Research Department. For [...]

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By Crestwood Advisors
In
Posted September 5, 2023

Peter J. Corsi

Peter joined Crestwood in 2023 as a Director and Portfolio Manager.  Prior to that he worked at Endurance Wealth Management as a Portfolio Manager. In his over thirty-five year career, Peter [...]

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By Crestwood Advisors
In
Posted September 1, 2023

Sharon Andrade

Sharon joined Crestwood in 2023 and serves as Receptionist and Office Manager in the Providence office. Prior to joining Crestwood, Sharon worked 10 plus years in the marketing department for a [...]

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By Crestwood Advisors
In
Posted September 1, 2023

Karen Fazioli

Karen joined Crestwood in 2023 and serves as a Client Service Specialist. Karen has 35 years experience with both brokerage and wealth management firms and prior to joining Crestwood, she was an [...]

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By Crestwood Advisors
In
Posted September 1, 2023

Jo-Ann DiIorio

Jo-Ann joined Crestwood in 2023 and serves as a Client Service Specialist. Jo-Ann is a 33-year investment veteran and prior to joining Crestwood, Jo-Ann has been Mike Costello’s professional [...]

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By Crestwood Advisors
In
Posted September 1, 2023

Karin I. Coulter

Karin joined Crestwood in 2023 and serves as a Director and Portfolio Manager. Prior to joining Crestwood, Karin was a Portfolio Manager and member of the Investment Committee at Endurance Wealth [...]

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Recent Posts
  • Crestwood Advisors Ranked No. 93 in Barron’s Top 100 RIA Firms List
  • Endurance Wealth Management Named to CNBC FA 100 List of Nation’s Top Financial Advisory Firms
  • Recent Merger with Endurance Wealth Management, Inc. Garnering Regional and National Attention
  • Crestwood Advisors Completes Merger with Endurance Wealth Management
  • Providing for Beneficiaries with Special Circumstances
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