Perspectives

Alex joined Crestwood in 2025 and serves as a Client Advisor. As a member of the Wealth Management Team, Alex collaborates with clients to support their financial planning needs. He has a passion [...]

Peter joined Crestwood Advisors in May of 2025 and serves as a Client Advisor. Peter began his career in 2018, where he discovered his passion for financial planning. He enjoys guiding clients [...]

Jamie joined Crestwood in 2025 as a Portfolio Accounting and Reporting Specialist. She graduated from Syracuse University in 2024 with a double major in Finance and Supply Chain Management and a [...]

Julia joined Crestwood in 2025 and serves as a Client Advisor. As part of the Wealth Management Team, she is committed to delivering an exceptional client experience by reducing financial stress [...]

Alex joined Crestwood in 2024 as Director, Client Development. In his role, Alex supports trusted referral partners to introduce new clients to Crestwood. Alex is passionate about meeting new [...]

Will joined Crestwood in 2024 and serves as a Client Service Associate on the Wealth Management Team. The Client Service Associates’ primary goals are to support and improve services for our [...]

Jake joined Crestwood in 2024 and serves as a Client Service Associate on the Wealth Management Team. The Client Service Associates’ primary goals are to support and improve services for our [...]

Madison joined Crestwood in 2024 and serves as a Client Advisor. As a part of the Wealth Management Team, Madison is dedicated to educating clients on their financial needs and working with them [...]

Lars joined Crestwood in 2024 and serves as an equity research associate. As a member of the research team, Lars uses his knowledge of equity markets to help monitor and research companies. He is [...]

Jason joined Crestwood in 2024 and serves as an Investment and Trading Associate. Jason’s responsibilities include equity/fixed income trading, portfolio rebalancing, and best execution [...]