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Perspectives

Home » Archives for Crestwood Advisors » Page 11
 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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 Peter J. Corsi
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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 Karen Fazioli
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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 Jo-Ann DiIorio
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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 Karin I. Coulter
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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 Donald J. Clarke CFP®
By Crestwood Advisors
In
Posted September 1, 2023

Donald J. Clarke CFP®

Don joined Crestwood Advisors in 2023 as a Director and Portfolio Manager.  Prior to joining Crestwood, Don worked at Endurance Wealth Management as a Portfolio Manager and Client Advisor. He was [...]

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 J. Michael Costello, CFA®
By Crestwood Advisors
In
Posted September 1, 2023

J. Michael Costello, CFA®

Michael (Mike) joined Crestwood in 2023 and serves as a Portfolio Manager and Managing Partner.  Prior to joining Crestwood, Mike founded and was the Managing Partner of Endurance Wealth [...]

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 Providing for Beneficiaries with Special Circumstances
By Crestwood Advisors
In Perspectives, Wealth Planning
Posted August 28, 2023

Providing for Beneficiaries with Special Circumstances

We all know and love someone that struggles, be it with mental health, addiction, learning disabilities or other special needs and challenges. While these issues hit close to home for nearly [...]

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 CEO Michael Eckton, Client Advisor Tiffany So, CFP®, and Intern Samantha Pinheiro Share Their Thoughts With Action! Magazine On How The Firm Is Leveraging Non-Traditional Hiring Practices To Create A Diverse Talent Pool To Deliver better client outcomes
By Crestwood Advisors
In Perspectives, Wealth Planning
Posted August 23, 2023

CEO Michael Eckton, Client Advisor Tiffany So, CFP®, and Intern Samantha Pinheiro Share Their Thoughts With Action! Magazine On How The Firm Is Leveraging Non-Traditional Hiring Practices To Create A Diverse Talent Pool To Deliver better client outcomes

At Crestwood Advisors, our team’s unique and diverse perspectives allow us to solve client problems beyond expectations. In a recent Action! Magazine article, CEO Michael Eckton, Client [...]

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