Crestwood Advisors
Aaron Beltrami, CFP® is a Partner at Crestwood Advisors LLC with extensive experience in client relationship management and financial planning. Prior to joining Crestwood, Beltrami worked at Fidelity Investments for over a decade, where Aaron held various roles including Vice President and Financial Planning Representative. Beltrami graduated with a Bachelor of Science in Business Management from Assumption University.
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Crestwood Advisors
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.