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Leigh B. Hurd, CFA®

Leigh B. Hurd, CFA

Partner, Portfolio Manager

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Aaron M. Beltrami, CFP®

Aaron M. Beltrami, CFP®

Partner, Wealth Manager

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Roy D. Treible

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Partner, COO/CCO

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David P. Tuttle, CFA®

David P. Tuttle, CFA

Partner, 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.