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

Meg joined Crestwood in 2005 and serves as the Director of Operations & Compliance.

Meg is responsible for the day to day management of Crestwood’s operations and compliance program. She oversees Crestwood’s portfolio management system, client billing, CRM, client reporting, and compliance testing. Meg enjoys problem-solving and implementing new systems and procedures to ensure Crestwood employees and Crestwood clients have the best experience possible.

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 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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