Arta Puna, CPAClient Advisor

Arta joined Crestwood in 2023 in our Darien office and serves as a Client Advisor. She is responsible for relationship management and the financial planning needs of clients as a member of the wealth management team.

Arta is a Certified Public Accountant and is working towards obtaining the Certified Financial Planning certification. She started her career at PwC, providing auditing services to alternative investment clients such as hedge funds, private equity funds and management companies of funds. She then moved to Brown Advisory, where she held various roles across accounting, operations, and client service functions. Arta has worked with various high net worth individuals, family offices, endowments and foundations located in the United States, Latin America, Canada, and Europe. She is multilingual, speaking English, Albanian and Italian fluently as well as Spanish conversationally.

Arta lives in Rye, New York with her husband and daughter. When she is not working, she enjoys spending time with family and friends, volunteering with Savvy Ladies, exercising, and listening to various podcasts. Her favorite podcast is Capital Allocators.

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