Crestwood Advisors is a Boston-based investment and wealth management firm.  Our firm serves the unique needs of individuals, families, foundations and endowments.  We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each engagement.  

Global, separate account investment management is the foundation to our investment discipline.  We utilize individual equities, individual bonds, ETFs, mutual funds (where appropriate) and other vehicles when constructing investment portfolios. Our investment management is supported by a dedicated and experienced research team.  

Our focus is on delivering thoughtful, risk-adjusted returns that are in line with the tolerances and unique circumstances that each of our clients brings to us. We report investment performance to each of our clients net of investment fees.  We complement our investment management with a culture of communication and responsiveness.  

Crestwood Advisors was founded in 2003.

Investment Management

Crestwood Advisors

Crestwood Advisors' headquarters in Boston, MA, United States

John W. Morris

Leah Sciabarrasi

Aaron Beltrami

Katherine M. Sheehan

Roy D. Treible

The Client Services Team at Crestwood Advisors is dedicated to providing exceptional support and personalized service to our clients. This team handles client inquiries, account management, and coordinates with other departments to ensure seamless execution of investment strategies and financial plans. Their role is pivotal in fostering strong client relationships through effective communication, responsiveness, and attention to detail, ensuring our clients receive the highest level of service and satisfaction.

Client Services Team

The Portfolio Management Team at Crestwood Advisors is responsible for constructing and managing tailored investment portfolios for clients, utilizing a mix of individual equities, bonds, ETFs, and mutual funds as appropriate. This team ensures that each portfolio aligns with the client’s unique risk tolerance and specific financial goals, striving to deliver thoughtful, risk-adjusted returns. They are supported by a dedicated research team and maintain a strong culture of client communication and responsiveness.

Portfolio Management Team

The Operations Team at Crestwood Advisors is responsible for ensuring the seamless execution of all daily activities within the firm. They manage administrative tasks, client account maintenance, transaction processing, and the implementation of operational procedures. This team enhances the efficiency and effectiveness of Crestwood’s services, supporting the firm's mission to deliver personalized investment and wealth management solutions.

Operations Team

The Leadership Team at Crestwood Advisors oversees strategic direction, ensuring the firm aligns with its mission of providing tailored investment and wealth management services. They guide and support key initiatives, manage client relationships, and uphold the firm’s culture of communication and responsiveness. The team is composed of experienced professionals who drive decisions on portfolio management, client strategy, and operational excellence.

Leadership Team

The Wealth Management Team at Crestwood Advisors is dedicated to providing personalized financial strategies and services for individuals, families, foundations, and endowments. This team works closely with clients to develop customized investment plans that align with their unique financial goals and risk tolerance. By leveraging global separate account investment management and utilizing a variety of financial instruments, the team aims to deliver thoughtful, risk-adjusted returns. They emphasize a holistic, 360-degree approach to wealth management, fostering a culture of communication and responsiveness to ensure clients are well-informed and confident in their financial decisions.

Wealth Management Team

The Financial Planning team at Crestwood Advisors collaborates closely with clients to develop comprehensive, personalized financial strategies. Comprised of Certified Financial Planners (CFPs), the team assesses clients' financial situations, goals, and risk tolerances to create tailored plans that include retirement planning, tax strategies, estate planning, and risk management. The team's holistic approach ensures that clients' wealth management needs are met with expertise and meticulous care.

Crestwood Advisors

Org chart

Teams

Client Services Team

Portfolio Management Team

Operations Team

Leadership Team

Wealth Management Team

Financial Planning

Offices

Crestwood Advisors

Org chart

Teams

Client Services Team

Portfolio Management Team

Operations Team

Leadership Team

Wealth Management Team

Financial Planning

Offices

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