Roy joined Crestwood in 2011 and is a Partner, the Chief Compliance Officer, and Chief Operating Officer.
Roy has over 20 years of experience in operations and compliance. His primary responsibilities include managing Crestwood’s compliance, operational, and technology infrastructure. He enjoys exploring and implementing new solutions, especially in the area of technology, that enable Crestwood to increase efficiency or to provide clients with new tools or services.
Roy has a BA in Criminal Justice from John Jay College and an MBA in Finance from Pace University’s Lubin School of Business. He 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.
Roy resides in Chelmsford and enjoys spending time and traveling with his wife and their two children. When not with his family he enjoys fly fishing, traveling and caring for his beehive.