Boston

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 Planner.  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. Luke brings 10 years of financial planning experience to every client interaction. His goal is to help clients feel a sense of [...]

Billy joined Crestwood in 2016 and serves as a Wealth Planner to clients.  He also manages the Boston Client Service Associates. Billy is a CERTIFIED FINANCIAL PLANNER™ professional and Certified [...]

Pete joined Crestwood in 2016 and serves as a Portfolio Manager and Director. As a portfolio manager, Pete takes the time to understand people’s financial situations and tailors a long term plan [...]

John co-founded Crestwood in 2003 and serves as a Wealth Manager and Managing Partner.   John focuses the majority of efforts at the firm being present with clients and ensuring that their long [...]

John joined Crestwood in 2015 and serves as Chief Investment Officer and Partner.   Since joining Crestwood John has managed the firm’s research efforts, including overseeing the asset allocation [...]