Boston

Logan joined Crestwood in 2023 and serves as a Client Advisor. As a member of the Wealth Management team at Crestwood, Logan partners with clients to address their financial planning needs, [...]

Chris Joined Crestwood in 2023 and serves as an equity research associate. As a member of the research team, Chris uses his knowledge of equity markets to help monitor and research companies. He [...]

Katie is a Managing Director and Wealth Strategist in our Boston office. Prior to joining Crestwood, Katie was a Wealth Strategist at SVB (formerly Boston Private). Before joining Boston Private, [...]

TJ joined our team as an Operations Specialist in 2023 and is responsible for supporting the firm’s daily operations. He graduated from Trinity College with a BA in Economics and currently [...]

Jimmy joined Crestwood in 2023 as a Portfolio Manager. Jimmy previously worked for Wealth Enhancement Group and Loring, Wolcott, & Coolidge. He holds the Chartered Financial Analyst [...]

Janie joined Crestwood in 2023 and serves as a Wealth Planner. Janie works with individuals and families to help them manage all aspects of their financial lives with their unique circumstances [...]

Alina joined Crestwood in 2023 as a Client Advisor. As a part of the Wealth Management Team at Crestwood, Alina works closely with clients on identifying their financial goals and building a [...]

Madeleine joined Crestwood in 2022 and serves as the Office Manager in the Boston office. Madeleine is primarily responsible for general support of the firm’s operations and administration.  [...]

Bryce joined our team as an Operations Specialist in 2022 and is responsible for supporting the firm’s daily operations. He graduated for the University of South Carolina with a BA in Finance and [...]

Ben joined Crestwood Advisors in 2022 and serves as a Wealth Planner and Director. Ben started as an eBay entrepreneur in the 2000s. Although running a competitive online business was an [...]