Managing Partner, Wealth Manager
A founding member of the firm, Leah is responsible for managing client relationships, financial planning and management of the relationship management team. Leah views her greatest responsibility as “integrating holistic wealth management strategies for the benefit of each client’s unique circumstance.” Prior to her role at Crestwood, Leah was an Associate at Bingham Legg Advisers LLC, in Boston, and Finance Director for a congressional campaign.
Leah earned a BA from Brandeis University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). She serves as Chair of the Board of Directors for Economic Mobility Pathways (EMPath), is involved with fundraising for the Greater Boston Food Bank and previously served on the Board of Directors for Achieve in Africa. She is a member of the Financial Planning Association, the Boston Estate Planning Council, The Boston Club, the Executive Council of the Ellevate network and regularly serves on industry panels. Leah has been named to REP’s list of Top 40 Under 40 Registered Investment Advisors and has been named multiple times to Boston Magazines “Five Star Wealth Managers.”* Leah resides in Andover with her husband and two sons. She can be reached at email@example.com.