Jimmy Doogan, CFA, is a Portfolio Manager at Crestwood Advisors with more than a decade of experience helping clients navigate the financial complexity that often comes with building significant wealth.

Jimmy specializes in portfolio construction, tax-aware investing, and investment strategy, working closely with clients to align portfolios with their broader financial goals, particularly for clients navigating a major financial transition for the first time.

Jimmy is a Chartered Financial Analyst and member of the CFA Society Boston. He brings experience from both a national wealth management platform and one of Boston’s oldest trust and investment firms, giving him a broad perspective on how to construct portfolios that are rigorous in process and tailored to the individual.

A Boston native and alumnus of Boston Latin School, Jimmy earned his degree in Accounting from Saint Anselm College. He now lives in Franklin with his wife and growing family. Jimmy understands firsthand that financial decisions don’t happen in a vacuum, they happen in the middle of real life, and that’s exactly where he tries to meet his clients.