Crestwood Advisors LLC is pleased to announce that James C. Bacon, CFA has been hired to the position of Director in our investment research group.
“We are delighted to have James on our team. His deep experience and thoughtful approach, along with his integrity and keen understanding of the fundamental equity research process make him a terrific addition to our organization” said Robert G. Ix, CFA, Managing Partner.
Mr. Ix added, “James’s hire speaks to our firm’s serious commitment to fundamental investment research. His presence is consistent with our commitment to devoting the resources necessary to deliver exemplary investment management results at our firm. ”
Prior to joining Crestwood Advisors, Mr. Bacon worked at MFS Investment Management as a healthcare analyst. James holds the CFA designation, earned a MBA from the University of Chicago Booth School of Business, and is a member of the Boston Security Analysts Society.