In Archived, Press Releases

Crestwood Advisors LLC is pleased to announce that Roy D. Treible has been hired to the position of Director, responsible for the firm’s SEC compliance, operations and technology infrastructure.

“We are delighted to bring someone with Roy’s deep operations experience to Crestwood Advisors, ”  said Michael A. Eckton, CFA, Managing Partner. “Roy is a wonderful addition to our team and we are excited for the added perspectives he brings for the benefit of our clients.”

Mr. Eckton added, “Roy’s hire is another pivotal step in the evolution of Crestwood Advisors and is consistent with our commitment to devoting the resources and building the appropriate infrastructure necessary to deliver exemplary service and solutions that our clients expect from us.”

Prior to joining Crestwood Advisors, Mr. Treible was a Partner and Chief Compliance Officer/Chief Information Officer at North American Management Corp., a Boston based wealth management firm.

Start typing and press Enter to search