Peter joined Crestwood in 2023 as a Director and Portfolio Manager. Prior to that he worked at Endurance Wealth Management as a Portfolio Manager. In his over thirty-five year career, Peter [...]
Karen joined Crestwood in 2023 and serves as a Client Service Specialist. Karen has 35 years experience with both brokerage and wealth management firms and prior to joining Crestwood, she was an [...]
Jo-Ann joined Crestwood in 2023 and serves as a Client Service Specialist. Jo-Ann is a 33-year investment veteran and prior to joining Crestwood, Jo-Ann has been Mike Costello’s professional [...]
Karin joined Crestwood in 2023 and serves as a Director and Portfolio Manager. Prior to joining Crestwood, Karin was a Portfolio Manager and member of the Investment Committee at Endurance Wealth [...]
Don joined Crestwood Advisors in 2023 as a Director and Portfolio Manager. Prior to joining Crestwood, Don worked at Endurance Wealth Management as a Portfolio Manager and Client Advisor. He was [...]
Michael (Mike) joined Crestwood in 2023 and serves as a Portfolio Manager and Managing Partner. Prior to joining Crestwood, Mike founded and was the Managing Partner of Endurance Wealth [...]