Luke joined Crestwood in 2026 as a Client Service Associate supporting the Wealth Management Team.

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.

Prior to joining Crestwood, Luke was a Customer Relationship Associate at Fidelity Investments, where he supported client relationships. He also holds Series 7 and 63 licenses which he obtained from his past employer.

Luke graduated from Loyola University Maryland with a degree in Finance. Luke resides in Beverly MA. When Luke is not working, he enjoys sailing, fishing, hiking, skiing, and playing various instruments including the piano, guitar, bass, and saxophone.