Boston

Olivia joined Crestwood in 2020 and serves as a Client Advisor. Olivia works closely with clients to help them achieve their personal and financial goals by creating comprehensive financial plans [...]

Greg joined Crestwood in 2020 and serves as a Portfolio Manager and Director. Greg works closely with individuals and families in the management of their investment assets. He relies on over 15 [...]

Ariel joined Crestwood in 2020 and serves as an Operations Specialist. He is responsible for supporting the firm’s daily operations. Ariel graduated from Merrimack College with a BA in Economics [...]

Micah joined Crestwood in 2019 and serves as a Research Analyst for the research team. Micah helps the research team with portfolio allocation and identifying opportunities within Crestwood’s [...]

Leah helped form Crestwood at its inception in 2003 and is a Wealth Manager and Managing Partner.   Leah has been working with individuals and families to define and implement their strategies [...]

Kayla joined Crestwood in 2019 and serves as a Client Advisor.  She is primarily responsible for service and financial planning related needs of clients in connection with the wealth management [...]

Alyson joined Crestwood in 2012 and serves as a Wealth Manager and Partner.   Alyson has been helping entrepreneurial families navigate their wealth for over 15 years, providing comprehensive [...]

Michael co-founded Crestwood in 2003 and serves as CEO & Managing Partner as well as one of the firm’s Portfolio Managers.   Michael has been helping individuals and families most effectively [...]

Luke joined Crestwood in 2017 and serves as a Wealth Planner.  He helps clients develop a sense of confidence and comfort in their financial lives, regardless of their circumstances. Through [...]

Billy joined Crestwood in 2016 and serves as a Wealth Planner, and is the Boston Client Advisor team lead and Boston Client Service Associate(s) manager.   As a CERTIFIED FINANCIAL PLANNER™ Billy [...]