Crestwood Advisors Names New Partner, Promotes Staff

Crestwood Advisors Names New Partner, Promotes Staff

FOR IMMEDIATE RELEASE

New England RIA firm committed to growth from within

Boston, Mass. (January 6, 2022) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is excited to announce newly-appointed firm Partner Leigh Hurd, CFA, as well as the promotions of three other teammates:

“Our greatest asset is our people. We’re proud to foster an environment that champions growth from within and we are committed to recognizing and rewarding our team’s talent and integrity with opportunities for advancement and self-improvement,” said Crestwood CEO/Managing Partner Michael Eckton.

Hurd joined Crestwood as a Portfolio Manager and Director in 2013. She has spent close to 20 years building relationships with individuals and families to help structure their investment portfolios to meet their life goals. She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute. She earned her bachelor’s and master’s degrees from Boston College’s School of Management.

“Crestwood is extremely pleased to share the news of Leigh’s partnership, as well as the promotions of Kayla, Peter and Brandon. Together and individually, each of our team members are willing to adapt, learn and evolve – all in the name of putting clients first through our recommendations and actions,” said John Morris, Managing Partner and Wealth Manager.

Over the past three years, the firm has doubled to a total of 42 fiduciary professionals who strive to meet clients wherever they are in life and provide guidance, tools and solutions to help them succeed. Strategic hires and opportunities for internal advancement have poised Crestwood for continued growth in years to come.

Susan Brewer Reflects on the Spirit and Will of Darien Community, 200 Years in the Making

Susan Brewer Reflects on the Spirit and Will of Darien Community, 200 Years in the Making

The town of Darien recently celebrated its bicentennial anniversary one year late, due to the pandemic. As festivities ramped up, Crestwood Advisors Managing Director and Portfolio Manager Susan Brewer had a few words of inspiration to share with the regional community about the spirit and will of a community, 200 years in the making.

 

Read Susan’s full thoughts in the CT Examiner here.

Crestwood Advisors Expands Team by 25% During Pandemic, AUM Has Doubled in Two Years

Crestwood Advisors Expands Team by 25% During Pandemic, AUM Has Doubled in Two Years

FOR IMMEDIATE RELEASE:

Boutique RIA firm experiences continued growth with additional hires in Darien and Boston offices, outlines future expansion goals

Boston, Mass. (April 12, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, today announced it has eclipsed two key milestones in its strategic growth plan.

In two years’ time, Crestwood has more than doubled its assets under management. During the pandemic, the firm has also expanded its team by 25% to support growing client needs.

The newest team additions include Charles W. Tricomi Jr., Hillary Urbancic-Davis and Nathan Gore.

Charles W. Tricomi, Jr., CFA, CFP® | Charles joins Crestwood as a Portfolio Manager, working out of its Darien, Connecticut office. He brings CFA & CFP® designations as well as 7+ years of wealth management experience to his role.

Hillary Urbancic-Davis, CPWA® | Hillary joins Crestwood at its headquarters as a Client Advisor. She possesses 7 years of direct client engagement experience with high-net-worth families. She holds a CPWA designation and is pursuing a CIMA designation.

Nathan Gore | Nathan joins Crestwood at its headquarters as an in-house Technology Specialist. He is a Certified Salesforce Administrator and brings a vast technical background to his role at the firm.

Committed to holding itself to a standard of fiduciary excellence, these strategic additions will aid Crestwood in its mission of developing client strategies that seek to protect, preserve and grow wealth. Now equipped with a team of 41 financial planning and investment professionals across its three offices, Crestwood has hired eight people over the past year.

“We’re thrilled to see our team growing and thriving,” said Crestwood CEO/Managing Partner Michael Eckton. “As we continue stewarding the most advantageous financial solutions for our clients through the growth of our staff, we’re also setting our sights on market growth, with a focus on enhancing Crestwood’s footprint in the Connecticut region and across the New England region.”

In 2019, Crestwood merged with Westport-based Catamount Wealth Management and MacGuire, Cheswick & Tuttle Investment Counsel in Darien to expand its footprint into Connecticut and broaden its team.

The mergers have helped the firm grow to three offices that now manage approximately $4.17 billion in assets, as of March 31, on behalf of high-net-worth individuals and families. Two years ago, Crestwood had approximately $1.99 billion in assets under management.

Crestwood continues to experience increased client growth and greater demand for more holistic financial planning services and investment strategies, which could fuel additional staffing needs.

“We’re optimistic about the significant progress we’ve made over the past two years, and hope to continue in this direction by attracting talent organically and acquiring it,” Eckton said.

Crestwood’s executive team remains active in its recruiting efforts of wealth management professionals from New York to Maine, including financial planners and portfolio managers, to further enhance client support and achieve results that meet current and future objectives.

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.