Boston

Madison joined Crestwood in 2024 and serves as a Client Advisor. As a part of the Wealth Management Team, Madison is dedicated to educating clients on their financial needs and working with them [...]

Lars joined Crestwood in 2024 and serves as an equity research associate. As a member of the research team, Lars uses his knowledge of equity markets to help monitor and research companies. He is [...]

Daniel joined Crestwood in 2024 and serves as a Client Advisor. In his role, Daniel is dedicated to serving clients’ wealth management needs through detailed financial planning, tailoring [...]

Jason joined Crestwood in 2024 and serves as an Investment and Trading Associate. Jason’s responsibilities include equity/fixed income trading, portfolio rebalancing, and best execution [...]

Jack joined our team as an Operations Specialist in 2024 and is responsible for supporting the firm’s daily operations. He graduated from Boston College with a degree in Economics in 2023 and [...]

Jennifer joined Crestwood in 2024 and serves as a Compliance Manager under the Chief Compliance Officer. Jennifer has a background in Public Accounting and joins us from John Hancock Investments [...]

Joe joined Crestwood in 2023 and serves as an investment research analyst. As a member of the research team, Joe provides support to the team by researching mutual funds and ETFs, helping to [...]

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, [...]