Crestwood Advisors
Lou Albanese, a Managing Director and Portfolio Manager at Crestwood Advisors, has extensive experience in the wealth management industry. Albanese previously founded Catamount Wealth Management in 2003, where Lou successfully grew the business to protect and manage over $300 million in assets for numerous clients before merging with Crestwood Advisors in 2019. Albanese holds a Bachelor's Degree in Business, Mathematics, and Psychology from Fairfield 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.