Jamie joined Crestwood in 2025 as a Portfolio Accounting and Reporting Specialist.

She graduated from Syracuse University in 2024 with a double major in Finance and Supply Chain Management and a minor in Psychology.

Jamie is from Cape Cod and currently lives in Boston’s North End. In her free time, she enjoys spending time with friends and family, going to the beach, listening to music, and traveling.

The Portfolio Accounting and Reporting team’s primary goal is to support and improve services for our clients and the firm. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. In addition, they assist a variety of Crestwood teams in areas such as compliance and SOX testing, data mining and reporting, resolving inconsistencies in data and investigating account issues. The Portfolio Accounting and Reporting Specialist team works closely with our Custodians to ensure superior service for our clients and the Crestwood team.