Jimmy joined Crestwood in 2023 as a Portfolio Manager.

Jimmy previously worked for Wealth Enhancement Group and Loring, Wolcott, & Coolidge. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.

Jimmy brings extensive portfolio construction experience to his role as Portfolio Manager, which enables him to craft a customized approach to match each client’s specific needs and circumstances.

Originally from Boston, Jimmy is a proud alumnus of Boston Latin School and earned a BA in Accounting from Saint Anselm College. He now lives in Franklin with his wife and golden retriever, Bonnie. Outside of work, Jimmy enjoys traveling, cooking, and tackling DIY home projects. He is also an active participant and contributor to a community Wiffle-Ball tournament that supports local youth sports leagues. Over the summer, you can find Jimmy traveling to Maine to hike in Acadia National Park or spending time with family on the beach in Cape Cod.