Leah helped form Crestwood at its inception in 2003 and is a Wealth Manager and Managing Partner.
Leah has been working with individuals and families to define and implement their strategies around wealth for over 15 years. She manages the Wealth Management Team at Crestwood Advisors and, as a Managing Partner, helps guide the strategy for the firm.
Leah is a Certified Financial Planner™ practitioner with experience in comprehensive financial planning for high net worth clients. She has a BA from Brandeis University. Leah has been named multiple times to Boston Magazines “Five Star Wealth Managers.”*
Leah 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 currently serves as Co-Chair of the Professional Advisory Council for The Boston Foundation. She has been deeply involved for many years with EMPath, previously serving as Chair of the Board. Additionally, she is actively involved with PSC Partners Seeking a Cure.
Leah resides in Andover, MA with her husband and three children.
*See important disclosures regarding awards granted to Crestwood Professionals