Eli Joined Crestwood in 2025 and serves as a Client Service Associate on the Wealth Management Team.

The Client Service Associates’ primary goals are to support and improve services for our clients and the firm. They work closely with the client team and are tasked with a variety of client support functions such as opening new accounts, transferring securities to custodial accounts, confirming securities’ cost basis, and performing cashiering for clients.

Prior to joining Crestwood, Eli graduated from Fairfield University with a degree in finance and marketing. He currently resides in Belmont, Massachusetts. When he’s not in the office, he enjoys skiing, golf, fishing, and spending time with friends and family in Vermont.