Darien

Arta joined Crestwood in 2023 in our Darien office and serves as a Client Advisor. She is responsible for relationship management and the financial planning needs of clients as a member of the [...]

Bobby joined Crestwood in 2023 and serves as a Portfolio Manager and Director. Bobby draws on over 18 years of experience in the private wealth and investment management industries to help [...]

Tim joined Crestwood Advisors in 2023 and serves as a Wealth Manager for the firm. Tim began his career in 2006 after a career as a mental health counselor and teacher, and still calls upon his [...]

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 Manager. 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 [...]

Adele joined Crestwood in 2019 and serves as a Client Service Associate. Adele is primarily responsible for client service and assisting the Portfolio Managers. She is also responsible for the [...]

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 [...]