Crestwood Fosters Talent Expansion – From A Distance

Your Team

FOR IMMEDIATE RELEASE

Remote work success allows firm to continue along growth trajectory

Boston, Mass. (January 21, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm with offices in Massachusetts and Connecticut, today announced recent additions to its team of financial professionals and expansion plans for 2021.

Since switching to a remote work model in 2020, Crestwood has made five hires, including four at the end of the fourth quarter.

The latest team additions include:

“When the pandemic began, we weren’t sure how going virtual would impact team expansion, but we adapted quickly and it has worked in our favor as there has been a dramatic uptick in financial professionals who are looking for added flexibility, including remote work options,” said Crestwood CEO/Managing Partner Michael Eckton.

“Dynamic firms like Crestwood, who have embraced technology and the flexible work environment that will likely remain in place, may continue to have a competitive advantage in the recruitment and retention of employees,” Eckton added. “We’re thrilled to welcome our new teammates to add depth and expand client engagement in 2021.”

Increasing demands from high-net-worth individuals and families for comprehensive financial planning services and investment strategies has allowed Crestwood to continue growing. With its recent additions, the firm has surpassed 40 employees across three regional offices.

Crestwood leaders remain active in their remote recruiting efforts of wealth management professionals, including financial planners and portfolio managers to further enhance client support and achieve results that meet their current and future growth objectives.

 

About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $4 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.

Crestwood Expands Its Portfolio Management Team

FOR IMMEDIATE RELEASE

Crestwood Advisors Group, LLC is pleased to announce that Greg F. McSweeney, CFA has been hired to the position of Portfolio Manager, Director in our Boston office.

“We are thrilled to welcome an individual with Greg’s skills and experience to Crestwood Advisors”, said Michael A. Eckton, CFA, CEO & Managing Partner. “Greg is a wonderful addition to our team and we are excited for the additional depth and fresh perspectives we expect him to bring to our clients. Perhaps particularly given the current uncertain environment created by the coronavirus, Greg’s hire demonstrates our ongoing commitment to our clients to invest in the necessary resources to deliver the exemplary service they expect of us.”

Prior to joining Crestwood Advisors, Mr. McSweeney was a Portfolio Manager at Bainco International Investors, a Boston-based registered investment advisor. While at Bainco, Greg was responsible for co-leading the investment team and delivering investment strategies tailored to high net worth individuals and families. Prior to Bainco, Greg spent over a decade in New York in roles investing in equity and fixed income. He earned an MBA from NYU Stern School of Business and a BA from Dartmouth College.