Alexandra M. Blake
Alex joined Crestwood in 2022 and serves as a Wealth Advisor. Alex has been helping high net worth families for over 12 years, and works with clients to develop customized asset allocations, [...]
Christopher M. Auten, CFA, CFP®
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 [...]
Judy A. Burke
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 E. Stefanowicz
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. [...]
