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Peter R. Mako, CFP®

Director, Wealth Planner

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Bobby P. Palladino, CFA®

Director, Portfolio Manager

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Tim S. Paradis, CFP®

Partner, Wealth Manager

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Jason D. Hendricks, CFP®, ChFC®, CSRIC®

jason

Partner, Portfolio Manager

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Alexandra M. Blake

alex

Director, Wealth Manager

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Lissette Villacis

Lissette Villacis

Client Service Associate

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Adele H. Kaoud

Adele H. Kaoud

Client Service Associate

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David P. Tuttle, CFA®

David P. Tuttle, CFA

Partner, Portfolio Manager

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Judy A. Burke

Judy A. Burke

Client Service Associate

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Susan Cheswick Brewer

Susan Cheswick Brewer

Managing 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