Boston

Sarah joined Crestwood in 2018 and serves as the Managing Director of Equities on the research team.  Sarah is responsible for in-depth fundamental equity analysis and began her career in [...]

Paige joined Crestwood in 2015 and serves as a Wealth Manager.  Paige assists clients with their wealth planning needs as a member of the Wealth Management team at Crestwood.  Paige enjoys being [...]

Aaron joined Crestwood Advisors in 2008 and serves as a Wealth Manager & Partner for the firm. Aaron began his career in 1995 when he found his passion for assisting financially successful [...]

Roy joined Crestwood in 2011 and is a Partner, the Chief Compliance Officer, and Chief Operating Officer.   Roy has over 20 years of experience in operations and compliance.  His primary [...]