CEO/Managing Partner, Portfolio Manager
A co-founding partner of the firm, Michael’s primary responsibilities are guiding the firm’s strategy, managing client portfolios and management of the portfolio management team. Michael values the “great energy and team philosophy at Crestwood. Everyone has a shared passion and dedication for doing their utmost best to deliver great results for our clients.” Prior to founding the firm, Michael was a Managing Director and Senior Portfolio Manager with Bingham Legg Advisers LLC, in Boston, and played a key role in its formation and development. He also worked with high net worth individuals while with Kidder Peabody in Boston, and had previously worked for Donaldson, Lufkin & Jenrette and Bear Stearns in New York City.
Michael earned a BS from the University of Delaware and an MBA from the Stern School of Business at New York University. He holds the Chartered Financial Analyst (CFA) 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”* and has periodically appeared on NECN Market Analysis. Michael is an active supporter and volunteer site visitor with the Lenny Zakim Fund. Michael resides in Arlington with his wife and two children. Michael can be reached at email@example.com.