Boston

Bryce joined our team as an Operations Specialist in 2022 and recently transitioned to a Client Service Associate. The Client Service Associates’ primary goals are to support and improve services [...]

Thomas joined Crestwood in 2021 and now serves as a Client Advisor. As a member of the Wealth Management Team, Thomas is passionate about educating clients on financial literacy and other [...]

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 [...]

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

Joe Joined Crestwood in 2020 and serves as a Client Service Associate on the Wealth Management Team. Joe is responsible for client onboarding, account and systems maintenance, as well as other [...]

Tiffany joined Crestwood in 2020 and serves as a Wealth Planner. As a member of the Wealth Management Team at Crestwood, Tiffany ensures a highly interactive and collaborative approach with [...]

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 [...]

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

Kayla joined Crestwood in 2019 and serves as a Wealth Manager.  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 [...]