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Perspectives

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By Nate Maxfield
In
Posted January 1, 2020

Operations Specialist

Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Operations Specialist to join our energetic team. Crestwood Advisors is an [...]

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By Nate Maxfield
In Perspectives
Posted December 5, 2019

Market Update – November 2019

Most major markets closed higher in November as optimism on a trade resolution with China once again dominated the news cycle.  U.S. equity markets, bolstered by favorable earnings and reduced [...]

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By Nate Maxfield
In
Posted December 1, 2019

Staff Accountant

This new position has been created to meet the demands of our growing business and we are selectively seeking a motivated, dynamic, and highly organized individual at least 2 years of relevant [...]

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 Micah R. Weinstein
By Nate Maxfield
In
Posted October 10, 2019

Micah R. Weinstein

Micah joined Crestwood in 2019 and serves as a Research Analyst for the research team. Micah helps the research team with portfolio allocation and identifying opportunities within Crestwood’s [...]

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By Nate Maxfield
In
Posted September 16, 2019

Join Our Email List

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 Leah R. Sciabarrasi, CFP®
By Nate Maxfield
In
Posted August 20, 2019

Leah R. Sciabarrasi, CFP®

Leah helped form Crestwood at its inception in 2003 and is a Wealth Manager and Managing Partner.   Leah has been working with individuals and families to define and implement their strategies [...]

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 Kayla C. Holland, CFP®
By Nate Maxfield
In
Posted August 20, 2019

Kayla C. Holland, CFP®

Kayla joined Crestwood in 2019 and serves as a Client Advisor.  She is primarily responsible for service and financial planning related needs of clients in connection with the wealth management [...]

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 Alyson L. Nickse, CFP®, CDFA®
By Nate Maxfield
In
Posted August 20, 2019

Alyson L. Nickse, CFP®, CDFA®

Alyson joined Crestwood in 2012 and serves as a Wealth Manager and Partner.   Alyson has been helping entrepreneurial families navigate their wealth for over 15 years, providing comprehensive [...]

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 Michael A. Eckton, CFA
By Nate Maxfield
In
Posted August 20, 2019

Michael A. Eckton, CFA

Michael co-founded Crestwood in 2003 and serves as CEO & Managing Partner as well as one of the firm’s Portfolio Managers.   Michael has been helping individuals and families most effectively [...]

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 Luke B. Neumann, CFP®
By Nate Maxfield
In
Posted August 20, 2019

Luke B. Neumann, CFP®

Luke joined Crestwood in 2017 and serves as a Wealth Planner.  He helps clients develop a sense of confidence and comfort in their financial lives, regardless of their circumstances. Through [...]

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