FOR IMMEDIATE RELEASE
Remote work success allows firm to continue along growth trajectory
Boston, Mass. (January 21, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm with offices in Massachusetts and Connecticut, today announced recent additions to its team of financial professionals and expansion plans for 2021.
Since switching to a remote work model in 2020, Crestwood has made five hires, including four at the end of the fourth quarter.
The latest team additions include:
- Greg McSweeney, CFA, Portfolio Manager
- Tiffany So, Client Advisor
- Nicholas Dipoto, Operations Specialist
- Joseph Bruno, Client Services Associate
- Olivia Godin, Client Advisor
“When the pandemic began, we weren’t sure how going virtual would impact team expansion, but we adapted quickly and it has worked in our favor as there has been a dramatic uptick in financial professionals who are looking for added flexibility, including remote work options,” said Crestwood CEO/Managing Partner Michael Eckton.
“Dynamic firms like Crestwood, who have embraced technology and the flexible work environment that will likely remain in place, may continue to have a competitive advantage in the recruitment and retention of employees,” Eckton added. “We’re thrilled to welcome our new teammates to add depth and expand client engagement in 2021.”
Increasing demands from high-net-worth individuals and families for comprehensive financial planning services and investment strategies has allowed Crestwood to continue growing. With its recent additions, the firm has surpassed 40 employees across three regional offices.
Crestwood leaders remain active in their remote recruiting efforts of wealth management professionals, including financial planners and portfolio managers to further enhance client support and achieve results that meet their current and future growth objectives.
About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $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.