Boston

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 [...]

Grace joined our team as an Operations Specialist in 2022 and is responsible for supporting the firm’s daily operations. Prior to joining Crestwood, Grace served as an Operations Assistant [...]

Frank joined Crestwood in 2022 and serves as a Client Service Associate on the Wealth Management team. Frank is responsible for the daily operational needs of the Wealth Management team, [...]

Nicole joined Crestwood in 2021 and serves as a Client Advisor. Nicole is responsible for relationship management and the financial planning needs of clients as a member of the wealth management [...]

Thomas joined Crestwood in 2021 and serves as a Client Service Associate. Thomas is responsible for client account maintenance in addition to other daily operational needs with the Wealth [...]

Nathan joined Crestwood in 2021 and serves as our Technology Specialist. Nathan is responsible for Crestwood Advisors technology program which ranges from solving staff’s technology issues to [...]