Perspectives

Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Operations Specialist to join our energetic team. Crestwood Advisors is an [...]

This new position has been created to meet the demands of our growing business and we are selectively seeking a motivated, dynamic, and highly organized individual at least 2 years of relevant [...]

Leah helped form Crestwood at its inception in 2003 and is a Wealth Manager and President/Managing Partner. Leah has been working with individuals and families to define and implement their [...]

Kayla joined Crestwood in 2019 and serves as a Wealth Manager.  She is primarily responsible for service and financial planning related needs of clients in connection with the wealth management [...]

Alyson joined Crestwood in 2012 and serves as a Wealth Manager and Partner.   Alyson has been helping entrepreneurial families navigate their wealth for over 15 years, providing comprehensive [...]

Michael co-founded Crestwood in 2003 and serves as CEO & Managing Partner as well as one of the firm’s Portfolio Managers.   Michael has been helping individuals and families most effectively [...]

Luke joined Crestwood in 2017 and serves as a Wealth Manager. Luke brings 10 years of financial planning experience to every client interaction. His goal is to help clients feel a sense of [...]

Billy joined Crestwood in 2016 and serves as a Wealth Manager to clients.  He also manages the Boston Client Service Associates. Billy is a CERTIFIED FINANCIAL PLANNER™ professional and Certified [...]

Pete joined Crestwood in 2016 and serves as a Portfolio Manager and Director. As a portfolio manager, Pete takes the time to understand people’s financial situations and tailors a long term plan [...]