Crestwood Advisors
Logan Ribeiro, CFP®, currently serves as a Client Advisor at Crestwood Advisors since September 2023. Prior to this role, Logan gained extensive experience as a Financial Planning Specialist at Ameriprise Financial Services, LLC from May 2018 to September 2023. Logan's early career included positions as a Student Ambassador and Orientation Leader at Bryant University, as well as serving as Vice President of Sigma Chi Fraternity. Additional experiences include a Building Manager role at the Academic Innovation Center at Bryant University, an internship at Ivy Wealth Management, and a position at Sensata Technologies in Aerospace Quality Assurance. Logan began a career in customer service as a Crew Member at Dunkin' Brands while completing a Bachelor’s Degree in Financial Services and Psychology at Bryant University, and later pursued further education at the College for Financial Planning.
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.