Boston

Hillary joined Crestwood in 2021 and serves as a Wealth Planner. Hillary is responsible for relationship management and the financial planning needs of clients as a member of the wealth [...]

Joe Joined Crestwood in 2020 and serves as a Client Service Associate on the Wealth Management Team. Joe is responsible for client onboarding, account and systems maintenance, as well as other [...]

Tiffany joined Crestwood in 2020 and serves as a Wealth Planner. As a member of the Wealth Management Team at Crestwood, Tiffany ensures a highly interactive and collaborative approach with [...]

Greg joined Crestwood in 2020 and serves as a Portfolio Manager and Director. Greg works closely with individuals and families in the management of their investment assets. He relies on over 15 [...]

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 [...]