Crestwood Advisors
Judy Burke is a seasoned professional in client service and relations, currently serving as a Client Service Associate at Crestwood Advisors since July 2019. Previously, Judy held the position of Director of Client Relations at Catamount Wealth Management from January 2016 to July 2019, where responsibilities included managing client relationships and daily service requests for high net worth individuals, small businesses, and institutions. Prior to that, Judy worked as a Client Service Associate at Westport Resources Investment Services from December 2012 to January 2016. Judy holds a Bachelor’s Degree in Finance from Marymount College.
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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.