TJ joined our team as an Operations Specialist in 2023 and is responsible for supporting the firm’s daily operations.

He graduated from Trinity College with a BA in Economics and currently resides in Andover, MA. In his free time, he enjoys skiing, golfing, and spending time with friends and family.

The Operations team primary goal is to support and improve services for our clients and the firm. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. In addition, they assist a variety of Crestwood teams in areas such as compliance and SOX testing, data mining and reporting, resolving inconsistencies in data and investigating account issues. The Operations team works closely with our Custodians to ensure superior service for our clients and the Crestwood team.