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.

Investment Management

Crestwood Advisors

John W. Morris

Susan Brewer

Lou Albanese

Katherine M. Sheehan

Tim Paradis

Roy D. Treible

Luke B. Neumann

Lissette Villacis

Joseph P. Bruno

Jason D. Hendricks

Alyson L. Nickse

Alexandra M. Blake

Susan Cheswick Brewer

The Client Services Team at Crestwood Advisors is dedicated to providing exceptional support and personalized service to our clients. This team handles client inquiries, account management, and coordinates with other departments to ensure seamless execution of investment strategies and financial plans. Their role is pivotal in fostering strong client relationships through effective communication, responsiveness, and attention to detail, ensuring our clients receive the highest level of service and satisfaction.

Client Services Team

Portfolio Management Team

Operations Team

Client Services Team

About

Team members

Other teams at Crestwood Advisors

Portfolio Management Team

Operations Team