Perspectives

Alex joined Crestwood in 2024 as Director, Client Development. In his role, Alex supports trusted referral partners to introduce new clients to Crestwood. Alex is passionate about meeting new [...]

Will joined Crestwood in 2024 and serves as a Client Service Associate on the Wealth Management Team. The Client Service Associates’ primary goals are to support and improve services for our [...]

Jake joined Crestwood in 2024 and serves as a Client Service Associate on the Wealth Management Team. The Client Service Associates’ primary goals are to support and improve services for our [...]

Madison joined Crestwood in 2024 and serves as a Client Advisor. As a part of the Wealth Management Team, Madison is dedicated to educating clients on their financial needs and working with them [...]

Lars joined Crestwood in 2024 and serves as an equity research associate. As a member of the research team, Lars uses his knowledge of equity markets to help monitor and research companies. He is [...]

Daniel joined Crestwood in 2024 and serves as a Client Advisor. In his role, Daniel is dedicated to serving clients’ wealth management needs through detailed financial planning, tailoring [...]

Jason joined Crestwood in 2024 and serves as an Investment and Trading Associate. Jason’s responsibilities include equity/fixed income trading, portfolio rebalancing, and best execution [...]

Jack joined our team as an Operations Specialist in 2024 and recently transitioned to a Client Service Associate. The Client Service Associates’ primary goals are to support and improve services [...]

Alex joined Crestwood in 2024 as a Client Advisor. As a member of the Wealth Management team at Crestwood, Alex partners with clients to identify their financial goals, analyze their current [...]

Jennifer joined Crestwood in 2024 and serves as a Compliance Manager under the Chief Compliance Officer. Jennifer has a background in Public Accounting and joins us from John Hancock Investments [...]