Boston

Logan joined Crestwood in 2023 and serves as a Client Advisor. As a member of the Wealth Management team at Crestwood, Logan partners with clients to address their financial planning needs, [...]

Chris Joined Crestwood in 2023 and serves as an equity research associate. As a member of the research team, Chris uses his knowledge of equity markets to help monitor and research companies. He [...]

Katie is a Managing Director and Wealth Strategist in our Boston office. Prior to joining Crestwood, Katie was a Wealth Strategist at SVB (formerly Boston Private). Before joining Boston Private, [...]

TJ joined our team as an Operations Specialist in 2023 and recently transitioned to a Client Service Associate. The Client Service Associates’ primary goals are to support and improve services [...]

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 [...]

Madeleine joined Crestwood in 2022 and serves as the Office Manager in the Boston office. Madeleine is primarily responsible for general support of the firm’s operations and administration.  [...]

Bryce joined our team as an Operations Specialist in 2022 and recently transitioned to a Client Service Associate. The Client Service Associates’ primary goals are to support and improve services [...]

Ben joined Crestwood Advisors in 2022 and serves as a Wealth Planner and Director. Ben started as an eBay entrepreneur in the 2000s. Although running a competitive online business was an [...]

Thomas joined Crestwood in 2021 and serves as a Planning Associate. Thomas is primary responsible for client onboarding, account and systems maintenance, in addition to other daily operational [...]

Nathan joined Crestwood in 2021 and serves as our Technology Specialist. Nathan is responsible for Crestwood Advisors technology program which ranges from solving staff’s technology issues to [...]