Jason D. Hendricks, CFP®, ChFC®, CSRIC®
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. [...]
Alexandra M. Blake
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 Villacis
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 H. Kaoud
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 P. Tuttle, CFA
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 Cheswick Brewer
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 [...]
