Perspectives

Jack joined our team as an Operations Specialist in 2024 and is responsible for supporting the firm’s daily operations. He graduated from Boston College with a degree in Economics in 2023 and [...]

Alex joined Crestwood in 2024 as a Client Advisor. As a member of the Wealth Management team at Crestwood, Alex partners with clients to identify their financial goals, analyze their current [...]

Jennifer joined Crestwood in 2024 and serves as a Compliance Manager under the Chief Compliance Officer. Jennifer has a background in Public Accounting and joins us from John Hancock Investments [...]

Joe joined Crestwood in 2023 and serves as an investment research analyst. As a member of the research team, Joe provides support to the team by researching mutual funds and ETFs, helping to [...]

Logan joined Crestwood in 2023 and serves as a Client Advisor. As a member of the Wealth Management team at Crestwood, Logan partners with clients to address their financial planning needs, [...]

Paul joined Crestwood in 2023 and serves as a Client Advisor. Paul works closely with clients to understand what’s important to them and their most deeply held values. He has a passion for [...]

Chris Joined Crestwood in 2023 and serves as an equity research associate. As a member of the research team, Chris uses his knowledge of equity markets to help monitor and research companies. He [...]

Katie is a Managing Director and Wealth Strategist in our Boston office. Prior to joining Crestwood, Katie was a Wealth Strategist at SVB (formerly Boston Private). Before joining Boston Private, [...]

TJ joined our team as an Operations Specialist in 2023 and is responsible for supporting the firm’s daily operations. He graduated from Trinity College with a BA in Economics and currently [...]

Bobby joined Crestwood in 2023 and serves as a Portfolio Manager and Director. Bobby draws on over 18 years of experience in the private wealth and investment management industries to help [...]