Meg L. Sweet, CFP®, CSCP-IA®Director, Compliance

Meg serves as the Director of Compliance.

Meg is responsible for the day to day management and oversight of Crestwood’s compliance program.  The main focus of Meg’s job is to assist the CCO and ensure Crestwood remains compliant through testing of the firm’s policy and procedures as well as implementing all relevant industry and SEC regulations.

Meg has been part of Crestwood Advisors since 2005 serving in various job functions throughout the years.  Her career has evolved from client service, to the management of operations, to her role now in compliance.

She is a CERTIFIED FINANCIAL PLANNER™ professional and has a BS in Economics and Mathematics from Simmons College. She has completed the Investment Advisor Association Compliance Program (IAACP) which is designed to help compliance professionals increase their knowledge of the Investment Advisers Act of 1940 and help ensure the ongoing success of their firms’ compliance program. She is a member of the Investment Advisors Association and also a member of the National Society for Compliance Professionals and holds the designation of CSCP-IA® (Certified Securities Compliance Professional for Investment Advisors).

Meg currently resides in Reading, MA with her husband and two children.

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