In Press Releases

FOR IMMEDIATE RELEASE

Boston-based RIA firm grows team, client service capabilities

Boston, Mass. (October 14, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, today announced the growth of its team with the recent additions of C.M. Macgowan and Thomas P. Mooney.

C.M. Macgowan, CFA | C.M. joins Crestwood as Director, Portfolio Manager. He brings 15 years of finance and investment experience, working with both institutional and individual clients. Most recently he was President of the investment division of a regional CPA firm and prior to that was a Portfolio Manager in the wealth management group within a large Boston-based law firm. C.M. holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. He earned a bachelor’s degree in psychology and a master’s in business administration with a concentration in finance from the University of New Hampshire.

Thomas P. Mooney | Thomas joins Crestwood as a Client Service Associate. He’s responsible for client account maintenance in addition to the other daily operational needs of the wealth management team. Thomas graduated from Bridgewater State University with a degree in management and is currently working toward his Certified Financial Planner certification at Bryant University.

Crestwood maintains a multi-state footprint across its three offices in Boston, Massachusetts, and Darien and Westport, Connecticut. Its team of more than 40 financial planning and investment professionals work to provide outstanding client services guided by experience and integrity.

“C.M. and Thomas are exceptional additions to our team,” said Crestwood CEO/Managing Partner Michael Eckton. “Their contributions to client success are already noticeable. We look forward to the greater impact they’ll help the firm make in the long-term.”

 

About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $4.6 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.

Start typing and press Enter to search