Financial Advisors Archives - Crestwood Advisors

Posted January 12, 2023

Portfolio Manager, Ryan Kenny, Speaks to Financial Advisor on the Benefits of Borrowing Against a Portfolio

“Investors are able to borrow a percentage of their portfolio value based on the underlying holdings,” said Ryan Kenny, director, Portfolio Manager at Crestwood Advisors in Boston. “This gives [...]

Financial Advisors Adapting New Business Models for Millennials: How younger advisors can teach older advisors a thing or two about millennial finances

Move over baby boomers because in 2019 millennials surpassed you by becoming the largest generation in the United States. With this generation’s increase of financial inheritance compared to the [...]

Crestwood’s Alyson Nickse Discusses Impact of Fed Rate Hikes

Crestwood Partner and Wealth Manager Alyson Nickse spoke with NextAdvisor/TIME last week on the impact of rate hikes by the Federal Reserve and what may be ahead for the markets this week with [...]