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Boston-based RIA firm adds depth to Westport and Darien offices

Boston, Mass. (August 9, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, today announced the growth of its Connecticut offices with the recent hires of Chris Auten, CFA, CFP®, and Charlie Tricomi, Jr., CFA, CFP®.

Chris Auten, CFA, CFP® | Chris brings more than a decade of extensive experience in financial analysis, trading, research and constructing and managing portfolios to his role at Crestwood. A Stamford resident, he joins the firm at its Westport office as a Portfolio Manager. He graduated from New Mexico State University, where he was the recipient of the university’s Peter Wichert Award for Outstanding Achievement in Finance as the top graduating finance student.

Charlie Tricomi, Jr., CFA, CFP® | Charlie joins Crestwood as Director, Portfolio Manager, working out of its Darien office. He brings more than seven years of wealth management experience to his role, along with an advanced understanding of constructing and implementing multi-asset class investment portfolios. He currently resides in Greenwich and is a member of the Rising Professional Advisors Council for Fairfield County’s Community Foundation and a member of the Greenwich Chamber of Commerce Golf Outing committee.

Across its network of offices, Crestwood’s team of 40+ financial planning and investment professionals work to provide outstanding client services guided by experience and integrity. As the firm remains committed to helping clients achieve their financial goals, it is working to forge new relationships across Connecticut while also investing in top regional talent.

“We’re elated to welcome Chris and Charlie to our Westport and Darien offices. With their expertise and knowledge of the Stamford and Greenwich markets, we’re confident they’ll achieve stellar outcomes for clients and help Crestwood make inroads in the surrounding communities,” said Crestwood CEO/Managing Partner Michael Eckton.

 

About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $4.5 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.

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