Darien

Jason joined Crestwood in 2022 and serves as a Portfolio Manager. Prior to joining Crestwood, he spent 14 years as a Senior Portfolio Manager at Bank of America Private Bank, formerly U.S. Trust. [...]

Alex joined Crestwood in 2022 and serves as a Wealth Advisor. Alex has been helping high net worth families for over 12 years, and works with clients to develop customized asset allocations, [...]

Lissette joined Crestwood in 2019 and serves as a Client Service Associate.   Lissette is responsible for working with clients and assisting the Portfolio Managers. Earlier in her career, she [...]

Kevin joined Crestwood as a Portfolio Manager and Managing Director in 2019.  Prior to joining Crestwood Kevin was a founding partner and Portfolio Manager at MacGuire, Cheswick & Tuttle [...]

Adele joined Crestwood in 2019 and serves as a Client Service Associate.   Adele is primarily responsible for the maintenance of daily operations, client service and assisting the Portfolio [...]

David joined Crestwood in 2019 and serves as a Portfolio Manager and Partner.  Prior to joining Crestwood David was a founding partner and Portfolio Manager at MacGuire, Cheswick & Tuttle [...]

Susan joined Crestwood in 2019 as a Managing Director and Portfolio Manager. Prior to joining Crestwood Susan was a founding partner and Portfolio Manager at MacGuire, Cheswick & Tuttle [...]