Crestwood Advisors
Brigette Houghton is an experienced professional in portfolio accounting, reporting, and operations, currently serving as a Portfolio Accounting and Reporting Specialist at Crestwood Advisors since May 2018, where previous roles included Operations Specialist and Office Manager. Prior experience includes working as a Front Office Associate at Dr. Mickey's Pediatric & Orthodontic Specialists and as an Event Manager at Tewksbury Country Club. Brigette began the career journey at Merrimack College, providing assistance in the Information Center, and gained event planning experience as a Special Events Intern at Destination Partners Inc. Brigette holds a Bachelor of Business Administration from Merrimack College and completed a semester at The American University of Rome, with an educational background that includes a high school diploma from Woburn Memorial High School.
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.