Alex joined Crestwood in 2024 as a Client Advisor. As a member of the Wealth Management team at Crestwood, Alex partners with clients to identify their financial goals, analyze their current [...]
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 [...]