Crestwood Advisors
Kevin Behrendt, CFA is a Securities Trader at Crestwood Advisors with experience in sourcing and executing equities and fixed income securities. Prior to their current role, Kevin worked as an Equity and Fixed Income Trader at Zuckerman Investment Group and a Fixed Income Trader at PMA Financial Network, Inc. Kevin also has experience as a Global Supply Chain Intern at Panduit. Behrendt holds a Bachelor of Science degree in Finance from Northern Illinois 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.