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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 [...]

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 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 [...]

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 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) – [...]

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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 [...]

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By Crestwood Advisors
In Archived, Perspectives
Posted July 17, 2013

Crestwood Advisors LLC Hires Additional Portfolio Manager

FOR IMMEDIATE RELEASE Crestwood Advisors LLC is pleased to announce that Leigh Breitman Hurd, CFA has been hired to the position of Portfolio Manager/Director. “We are delighted to bring someone [...]

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Recent Posts
  • Partner Alyson Nickse featured in NextAdvisor on current market conditions
  • June 2022 Market Update
  • Sarah Kanwal, Equity Analyst, speaks with Barron’s on quarterly earnings
  • Crestwood Advisors CIO and partner featured in The Wall Street Journal
  • John Ingram discussed investing during a recession with Fortune
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