Sam joined Crestwood in 2026 and serves 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 performing cashiering for clients.

Prior to joining Crestwood, Sam graduated from Boston College in 2025 with a dual concentration in Finance and Marketing, and currently resides in Chelsea, MA. In his free time, he enjoys spending quality time with family and friends, endurance sports, and keeping up with DC sports teams.