Ruchi Patel is responsible for support of the firm’s daily operations. She believes that “operational efficiency allows Crestwood to provide a consistent experience to all of our clients.”

Prior to joining Crestwood Advisors, Ruchi was a Client Services Coordinator with Signet Investments Advisory Group.

Ruchi received a BA from Suffolk University. Ruchi resides in North Attleboro and can be reached at rpatel@crestwoodadvisors.com.