C.M. Macgowan, CFADirector, Portfolio Manager

C.M. joined Crestwood Advisors in 2021 and serves as a Portfolio Manager and Director.

C.M. began his career in 2006 and has worked in finance and investments with both institutional & individual clients.  Most recently he was President of the investment division of a regional CPA firm and prior to that was a Portfolio Manager in the wealth management group within a large Boston-based law firm.  C.M. is eager to leverage his breadth of experience for the benefit of Crestwood clients.  C.M. believes the most effective approach towards asset management is to devise a thoughtful, disciplined plan of action targeting a client’s long-term goals with the flexibility to evolve over time.

C.M. holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.  He earned a BA in Psychology and an MBA with a concentration in Finance from the University of New Hampshire.

C.M. is the father of 3 beautiful children and enjoys running, reading, and making his amazing wife laugh.

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