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.