Crestwood Advisors
Nathan Gore is a Senior Information Systems Specialist at Crestwood Advisors, a position held since March 2021, after serving as a Technology Specialist. Prior experience includes roles as a Service Desk Analyst at Barings from December 2019 to March 2021, and as a Help Desk Engineer and Administrative Coordinator at the Clinton Health Access Initiative, Inc. from June 2018 to December 2019. Earlier in the career, Nathan served as a Helpdesk Analyst II and Infocommons Analyst I at Northeastern University from October 2013 to July 2018. Nathan holds a Bachelor's degree in Business, Management, Marketing, and Related Support Services from Northeastern University, completed in 2018.
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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.