• Client Login
  • Careers
(877) 273-7896
An independent SEC registered investment advisor An independent SEC registered investment advisor An independent SEC registered investment advisor An independent SEC registered investment advisor
  • Home
  • Who We Help
  • How We Help
  • Who We Are
  • Your Team
  • Perspectives
    • All Perspectives Posts
    • Awards & Accolades
    • Investments
    • Monthly Market Update
    • News
    • Press Releases
    • Webinars & Webcasts
    • Wealth Planning
  • Community
  • Contact Us
    • Careers
  • Client Login
  • Home
  • Who We Help
  • How We Help
  • Who We Are
  • Your Team
  • Perspectives
    • All Perspectives Posts
    • Awards & Accolades
    • Investments
    • Monthly Market Update
    • News
    • Press Releases
    • Webinars & Webcasts
    • Wealth Planning
  • Community
  • Contact Us
    • Careers
  • Client Login

Perspectives

Home » Portfolio Manager
 Crestwood Advisors Names New Partner, Promotes Staff
By Crestwood Advisors
In Press Releases
Posted January 6, 2022

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 [...]

READ MORE
 Susan Brewer Reflects on the Spirit and Will of Darien Community, 200 Years in the Making
By Crestwood Advisors
In News, Perspectives
Posted July 2, 2021

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 [...]

READ MORE
 Crestwood Advisors Expands Team by 25% During Pandemic, AUM Has Doubled in Two Years
By Crestwood Advisors
In News, Press Releases
Posted April 12, 2021

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) – [...]

READ MORE
By Crestwood Advisors
In News, Perspectives, Press Releases
Posted April 8, 2020

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 [...]

READ MORE
Recent Posts
  • Examining Concierge Care
  • May Economic Update: This Uncertainty (Too) Will Pass
  • It Takes a Village
  • Crestwood Advisors Named to USA Today’s 2025 Best Financial Advisory Firms List
  • April Economic Update: Tariff Update – The Latest Version
Tag Cloud
#candid #CDC #charity #philanthropy Alyson Nickse bonds capital gains CARES ACT CFP Client Advisor Committed Committment commodities Community coronavirus covid covid-19 crestwood cyber Darien Director Diversity economy Finance Financial Advisor Financial Advisors Financial planning Greg McSweeney growth Investing Investment Management Investment Strategy IRA options John Ingram leadership Leigh Hurd Michael Eckton portfolio Portfolio Manager RIA S&P 500 Sarah Kanwal security Taxes Wealth Management
Background Design
(877) CRESTWOOD
(877) 273-7896
  • LinkedIn
Boston, MA
One Liberty Square, Suite 500
Boston MA 02109
tel: (617) 523-8880
fax: (617) 523-8118
Boulder, CO
1495 Canyon Blvd
Boulder CO 02903
tel: (877) 273-7896
Darien, CT
23 Old Kings Hwy S
Darien CT 06820
tel: (203) 655-3323
fax: (203) 655-0585
Westport, CT
943 Post Road East, 2nd Floor
Westport CT 06880
tel: (203) 226-0603
fax: (203) 226-0200
Providence, RI
Owen Building, 101 Dyer St, 4th Floor
Providence RI 02903
tel: (401) 854-0993
fax: (401) 854-0994
Join Our Newsletter

Select list(s) to subscribe to


By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
DISCLAIMER AND IMPORTANT DOCUMENTS
Crestwood Advisors is an SEC Registered Investment Advisor © 2024 Crestwood Advisors

Start typing and press Enter to search