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David M. Rebetti

CFO

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Cole J. Durkan

Trading Associate

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Hilary J. Champagne CFP®, CTFA

Director, Wealth Planner

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Rachel A. Hassett

Director of Marketing and Communications

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Jack C. Menard

Client Service Associate

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Madison S. McAuliffe CFP®

Client Advisor

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Alex J. Matuschak

Client Advisor

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Brendan K. Flaherty

Director of Operations

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Ryan W. Stanick CFP®

Client Advisor

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Eli J. Rostler

Client Service Associate

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Crestwood Advisors

Boston, MA  •  Boulder, CO  •  Darien, CT  •  Providence, RI

DISCLAIMER AND IMPORTANT DOCUMENTS
Crestwood Advisors is an SEC Registered Investment Advisor © 2026 Crestwood Advisors