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Crestwood Advisors

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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 enga... Read more

Industries

Investment Management

Headquarters

Boston, United States

Employees

Links

Org chart

Co-founder & Managing Partner

John W. Morris

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Susan Cheswick Brewer

Managing Director, Portfolio Manager

Alexandra M. Blake

Director, Wealth Manager

Alyson L. Nickse

CFP

Jason D. Hendricks

CFP

Lissette Villacis

Client Service Associate

Luke B. Neumann

CFP

Partner, Coo/cco

CFP

Katherine M. Sheehan

Managing Director, Wealth Strategist

Managing Director, Portfolio Manager

Managing Director

J. Michael Costello

Managing Partner

Partner

Teams

Client Services Team

14 members

Portfolio Management Team

10 members

Operations Team

8 members

Leadership Team

6 members

Wealth Management Team

5 members

Financial Planning

4 members

Offices

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