Westport

Traci joined Crestwood in 2019 and serves as a Client Advisor.    Traci is primarily responsible for the service and financial planning related needs of clients in conjunction with the Wealth [...]

Lou joined Crestwood in 2019 and serves as a Managing Director, Portfolio Manager.   Prior to joining Crestwood, Lou was Founder and Managing Partner of Catamount Wealth Management.   He has over [...]

Judy joined Crestwood in 2019 and serves as a Client Service Associate.  Judy is responsible for the maintenance of daily operations, client service and assisting the team in Westport. Judy has [...]

Matt joined Crestwood in 2019 and serves as a Portfolio Manager.  Matt helps construct investment strategies and design portfolios to fit each client’s needs while providing analysis on each [...]

Laurie joined Crestwood in 2019 and serves as a Wealth Manager and Partner.  Prior to joining Crestwood, Laurie was Senior Vice President and Managing Partner at Catamount Wealth Management.   [...]