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Madeleine T. Jordan

Madeleine T. Jordan

Office Manager

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Bryce E. Richer

bryce

Client Service Associate

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Nathan Z. Gore

nathan gore

Senior Information Systems Specialist

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Joseph P. Bruno

Joseph P. Bruno

Client Service Associate

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Ruchi S. Patel

Ruchi S. Patel

Director, Portfolio Accounting and Reporting

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Brigette M. Houghton

Brigette M. Houghton

Portfolio Accounting and Reporting Specialist

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Roy D. Treible

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Partner, COO/CCO

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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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Judy A. Burke

Judy A. Burke

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
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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.