Joe Joined Crestwood in 2020 and serves as a Client Service Associate on the Wealth Management Team.
Joe is responsible for client onboarding, account and systems maintenance, as well as other daily operational needs in conjunction with the Wealth Management Team.
Prior to joining Crestwood, he graduated from James Madison University with a degree in finance and he last came from Moors & Cabot where he provided dedicated client support.
He currently resides in South Boston, Massachusetts. His interests include fishing, hiking, classic rock music, Game of Thrones, and Boston sports.