Crestwood Advisors
Susan Brewer is the Managing Director at Crestwood Advisors and MacGuire Cheswick & Tuttle. Susan is an experienced owner, portfolio manager, and client advisor who focuses on investments, estate planning, financial decisions, and tax questions for individuals. Prior to their current roles, Susan worked in sales at Lotus Development and as an Account Executive at Businessland. Susan holds an MBA in Finance from NYU Stern School of Business and a BA in Art History from Wellesley 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.