J. Michael Costello, CFA®
Michael (Mike) joined Crestwood in 2023 and serves as a Portfolio Manager and Managing Partner. Prior to joining Crestwood, Mike founded and was the Managing Partner of Endurance Wealth [...]
Providing for Beneficiaries with Special Circumstances
We all know and love someone that struggles, be it with mental health, addiction, learning disabilities or other special needs and challenges. While these issues hit close to home for nearly [...]
CEO Michael Eckton, Client Advisor Tiffany So, CFP®, and Intern Samantha Pinheiro Share Their Thoughts With Action! Magazine On How The Firm Is Leveraging Non-Traditional Hiring Practices To Create A Diverse Talent Pool To Deliver better client outcomes
At Crestwood Advisors, our team’s unique and diverse perspectives allow us to solve client problems beyond expectations. In a recent Action! Magazine article, CEO Michael Eckton, Client [...]
Partner and Chief Investment Officer John Ingram Shares His Thoughts With Wall Street Journal
In the midst of market turmoil, many investors are turning to precious metals like gold – but is it a safe investment? Recently, Partner and Chief Investment Officer John Ingram shared his [...]
Don’t Wait On Charitable Giving!
Why waiting to implement your plan can reduce the benefits of your gift to your charity and you. We all start off with the greatest of intentions: fold and put away the laundry once it’s out of [...]
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Crestwood Advisors Recognized On Financial Advisors Magazine’s 2023 RIA Survey & Ranking List
Crestwood Advisors is pleased to announce that we have again made this year’s Financial Advisor Magazine’s 2023 RIA Survey & Ranking list! Congratulations to our entire team for their efforts [...]
Crestwood Advisors Welcomes Katie Sheehan as Managing Director and Wealth Strategist
FOR IMMEDIATE RELEASE Boutique RIA firm continues expanding its New England team as part of strategic growth plan Boston, Mass. (July 11, 2023) – Crestwood Advisors (“Crestwood”), a boutique [...]
Crestwood Portfolio Manager and Director, Peter Malone, Talks with Yahoo Finance on Financial Mistakes People Should Avoid When It Comes to Inflation
Good news! Inflation is beginning to show signs of slowing down. However, that does not mean you should give up your financial savings habits. Peter T. Malone, CFA, CFP, Director and Portfolio [...]
A Guide to Green Energy Tax Credits Under the Inflation Reduction Act of 2022
How to leverage income tax credits for renewable energy, home improvements and EVs The Inflation Reduction Act (”the Act”) of 2022 marks a pivotal moment for individuals seeking to contribute to [...]
Crestwood CIO John Ingram Speaks With Money About Investing In Bank Stocks
Regional bank stocks have tumbled due to the recent instability of the banking sector. So, here’s the big question: are they a good buy? Crestwood CIO John Ingram spoke with Money about [...]
