Chris joined Crestwood in 2021 and serves as a Portfolio Manager. Chris brings over a decade of experience in portfolio and wealth management along with the CFA & CFP® designations. Prior to [...]
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 [...]
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. [...]