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Brendan K. Flaherty

Director of Operations

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Eli J. Rostler

Client Service Specialist

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Elizabeth G. Laws

Client Service Associate

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Jamie K. Geary

Portfolio Accounting and Reporting Specialist

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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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Karen Fazioli

Client Service Specialist

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Jo-Ann DiIorio

Client Service Specialist

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TJ Garesché

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