FOR IMMEDIATE RELEASE
Boutique RIA firm continues expanding its New England team as part of strategic growth plan
Boston, Mass. (July 11, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm with offices in Boston and Fairfield County, Connecticut, is pleased to announce continued regional growth with Katie Sheehan joining the team.
Katie joins Crestwood as Managing Director and Wealth Strategist based in the firm’s Boston office. She brings a wealth of experience to her new role, having previously worked as a Wealth Strategist at SVB (formerly Boston Private) and as a Partner at DesRosiers, Tierney & Sheehan, LLC.
Her legal career focused on estate planning, trust administration, charitable planning, long-term care planning, and elder law. Katie holds a bachelor’s degree from Boston College and a law degree from Suffolk University Law School.
“We are thrilled to welcome Katie Sheehan to the firm,” said Crestwood CEO/Managing Partner Michael Eckton. “Her extensive financial services expertise and impressive track record in the industry make her a valuable addition to our growing team. Her deep knowledge and strategic insights will undoubtedly strengthen our ability to deliver exceptional wealth management solutions to our esteemed clients.
Comprising a dedicated group of around 50 financial planning and investment experts in New England, Crestwood is committed to assisting individuals and families in attaining their financial objectives. The firm’s primary goal is to offer personalized financial solutions and advice that caters to its clients’ distinctive requirements and situations, thereby promoting their prosperity and financial well-being.
Since the beginning of 2021, the Crestwood team has expanded by approximately 20 percent, enhancing the firm’s ability to provide exceptional service, expertise, experience, and a commitment to excellence to new clients in the local market.
About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with over $4 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.