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Will E. Surucu

Client Service Associate

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Jake M. Milne

Client Service Associate

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Jennifer M. Shone, IACCP®

Compliance Manager

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Joseph E. Alger, CFA®

Investment Research Analyst

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Logan P. Ribeiro, CFP®

Client Advisor

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Paul L. Gaudio, CFP®

Director, Wealth Planner

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Chris Mead, CFA®

Equity Research Associate

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Katherine M. Sheehan, J.D., AEP®

Managing Director, Wealth Strategist

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TJ Garesché

Client Service Associate

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Jimmy M. Doogan, CFA®

Jimmy M. Doogan, CFA

Director, Portfolio Manager

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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
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Fraud Alert

Crestwood Advisors has been made aware of fraudulent calls from an entity calling itself ‘Crestwood Loan Advisors.’

We are not a loan company and have no connection to these calls.

If you receive one of these calls please report it to the FCC, FTC, and your state consumer protection office immediately.