Crestwood Advisors
Alina Leon is a Certified Financial Planner, TM, currently serving as a Certified Financial Planner and Client Advisor at Crestwood Advisors since March 2023. Prior experience includes a role as a Certified Financial Planner, TM at Beacon Financial Planning from January 2020 to March 2023 and as a Branch Manager at First Citizens' Federal Credit Union from November 2014 to January 2020. Alina holds a Bachelor's Degree in English and French from Lesya Ukrainka Volyn National University, completed between 2008 and 2012, and attended Boston University from 2016 to 2021.
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.