Perspectives

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

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]