Michael co-founded Crestwood in 2003 and serves as CEO & Managing Partner as well as one of the firm’s Portfolio Managers.
Michael has been helping individuals and families most effectively manage their investments and enhance their financial security for over 30 years. As CEO & Managing Partner, Michael helps to guide the firm’s strategy and is responsible for implementing and managing the resources to support the strategic direction of the firm.
Michael holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. Michael has been named multiple times to Boston Magazines “Five Star Wealth Managers”*. He has an MBA in Finance from New York University Stern School of Business and a B.S. in Business Administration from the University of Delaware.
Michael is actively engaged with the Lenny Zakim Fund as a “Bridge Builder” & site visitor. Michael lives in Winchester, MA and enjoys traveling and spending time with his wife and two children.
*See important disclosures regarding awards granted to Crestwood Professionals