Crestwood Advisors
Billy Spencer is a Wealth Planner and Client Advisor at Crestwood Advisors since June 2016. Prior to this, Spencer worked at JPMorgan Chase as an Assistant Treasurer and Business Analyst Reporting Specialist. Spencer holds a Bachelor of Science in Business Administration from Saint Michael's College and has pursued further education in Financial Planning, Financial Therapy, Financial Psychology, and Behavioral Finance.
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.