Boston

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 [...]

John co-founded Crestwood in 2003 and serves as a Wealth Manager and Managing Partner.   John focuses the majority of efforts at the firm being present with clients and ensuring that their long [...]

John joined Crestwood in 2015 and serves as Chief Investment Officer and Partner.   Since joining Crestwood John has managed the firm’s research efforts, including overseeing the asset allocation [...]

Ruchi is the Director of Portfolio Accounting and Reporting and is responsible for managing the Accounting and Reporting team at Crestwood.  She has a deep knowledge of our internal systems [...]

Rob joined Crestwood in 2005 and serves as a Portfolio Manager and Managing Partner.   Rob’s primary responsibility is working closely with clients in the management of their investment assets.  [...]

Leigh joined Crestwood in 2013 and serves as a Portfolio Manager and Partner.  Leigh has spent close to 20 years building relationships with individuals and families to help structure their [...]

Brigette joined Crestwood in 2018 as the firm’s Office Manager.  In 2022, Brigette accepted a new opportunity and transitioned to the role of an Operations Specialist. As of 2025, Brigette began [...]

Brandon joined Crestwood in 2016 and serves as a Client Advisor. As a member of the wealth management team, Brandon serves an integral role in the servicing of clients’ planning needs, questions, [...]

Kevin joined Crestwood in 2019 and serves as the firm’s Securities Trader.  Kevin’s responsibilities include equity/fixed income trading, portfolio rebalancing, developing bond strategies, and [...]