Lizzie joined Crestwood as a Client Service Associate in July 2025.

The Client Service Associates’ primary goals are to support and improve services for our clients and the firm. They work closely with the client team and are tasked with a variety of client support functions such as opening new accounts, transferring securities to custodial accounts, confirming securities’ cost basis, and perform cashiering for clients

Lizzie graduated from Bentley University in 2025. During her time there, she majored in Finance and completed the educational requirements to take the CFP. In her free time, she enjoys traveling, listening to a good podcast, going to the beach and skiing.