| Date | Description |
|---|
| 2025-04-14 |
delete email jd..@crestwoodadvisors.com |
| 2025-04-14 |
delete email lv..@crestwoodadvisors.com |
| 2025-04-14 |
delete email mm..@crestwoodadvisors.com |
| 2025-04-14 |
insert email cm..@crestwoodadvisors.com |
| 2025-04-14 |
insert email jf..@crestwoodadvisors.com |
| 2025-04-14 |
insert person Julia A. Fluegel |
| 2025-03-14 |
delete email br..@crestwoodadvisors.com |
| 2025-03-14 |
delete person Benjamin P. Ramsey |
| 2025-03-14 |
delete person Tim Paradis |
| 2025-03-14 |
insert email jd..@crestwoodadvisors.com |
| 2025-03-14 |
insert email lv..@crestwoodadvisors.com |
| 2025-03-14 |
insert person Jo-Ann DiIorio |
| 2025-03-14 |
insert person Lissette Villacis |
| 2025-02-10 |
delete coo Ruchi S. Patel |
| 2025-02-10 |
delete otherexecutives Peter J. Corsi |
| 2025-02-10 |
delete email js..@crestwoodadvisors.com |
| 2025-02-10 |
delete email pc..@crestwoodadvisors.com |
| 2025-02-10 |
delete email rp..@crestwoodadvisors.com |
| 2025-02-10 |
delete person Jennifer M. Shone |
| 2025-02-10 |
delete person Peter J. Corsi |
| 2025-02-10 |
delete person Ruchi S. Patel |
| 2025-02-10 |
insert email al..@crestwoodadvisors.com |
| 2025-02-10 |
insert email ln..@crestwoodadvisors.com |
| 2025-02-10 |
insert person Alex S. LaPointe |
| 2025-02-10 |
insert person Luke B. Neumann |
| 2025-02-10 |
insert person Tim Paradis |
| 2025-01-09 |
delete otherexecutives Greg F. McSweeney |
| 2025-01-09 |
insert otherexecutives Peter J. Corsi |
| 2025-01-09 |
delete email gm..@crestwoodadvisors.com |
| 2025-01-09 |
delete email ks..@crestwoodadvisors.com |
| 2025-01-09 |
delete person Greg F. McSweeney |
| 2025-01-09 |
delete person Katherine M. Sheehan |
| 2025-01-09 |
insert email br..@crestwoodadvisors.com |
| 2025-01-09 |
insert email js..@crestwoodadvisors.com |
| 2025-01-09 |
insert email pc..@crestwoodadvisors.com |
| 2025-01-09 |
insert person Benjamin P. Ramsey |
| 2025-01-09 |
insert person Jason D. Hendricks |
| 2025-01-09 |
insert person Jennifer M. Shone |
| 2025-01-09 |
insert person Peter J. Corsi |
| 2025-01-09 |
update person_title Brigette M. Houghton: Operations Specialist => Portfolio Accounting and Reporting Specialist |
| 2025-01-09 |
update person_title Ruchi S. Patel: Crestwood As an Operations Specialist; Director of Operations => Crestwood As an Operations Specialist; Director of Operations; Director, Portfolio Accounting and Reporting |
| 2024-12-09 |
insert email ks..@crestwoodadvisors.com |
| 2024-12-09 |
insert person Katherine M. Sheehan |
| 2024-11-07 |
delete otherexecutives Donald J. Clarke |
| 2024-11-07 |
insert coo Ruchi S. Patel |
| 2024-11-07 |
delete email dc..@crestwoodadvisors.com |
| 2024-11-07 |
delete email je..@crestwoodadvisors.com |
| 2024-11-07 |
delete email js..@crestwoodadvisors.com |
| 2024-11-07 |
delete person Donald J. Clarke |
| 2024-11-07 |
delete person Jason J. Ewing |
| 2024-11-07 |
delete person Jennifer M. Shone |
| 2024-11-07 |
delete person Katherine M. Sheehan |
| 2024-11-07 |
insert email bh..@crestwoodadvisors.com |
| 2024-11-07 |
insert email rp..@crestwoodadvisors.com |
| 2024-11-07 |
insert person Brandon D. Lozier |
| 2024-11-07 |
insert person Brigette M. Houghton |
| 2024-11-07 |
insert person Kevin E. Behrendt |
| 2024-11-07 |
insert person Ruchi S. Patel |
| 2024-10-07 |
delete cio John R. Ingram |
| 2024-10-07 |
insert otherexecutives Donald J. Clarke |
| 2024-10-07 |
delete email hd..@crestwoodadvisors.com |
| 2024-10-07 |
delete email ji..@crestwoodadvisors.com |
| 2024-10-07 |
delete person Hillary R. Urbancic-Davis |
| 2024-10-07 |
delete person John R. Ingram |
| 2024-10-07 |
insert email dc..@crestwoodadvisors.com |
| 2024-10-07 |
insert email kh..@crestwoodadvisors.com |
| 2024-10-07 |
insert person Donald J. Clarke |
| 2024-10-07 |
insert person Kayla C. Hammen |
| 2024-10-07 |
insert person Madison N. McNamara |
| 2024-10-07 |
update person_description Jack B. Meyers => Jack B. Meyers |
| 2024-10-07 |
update person_title Jack B. Meyers: Operations Specialist => Client Service Associate |
| 2024-09-05 |
delete managingdirector Susan Cheswick Brewer |
| 2024-09-05 |
delete person Susan Cheswick Brewer |
| 2024-09-05 |
delete person Tim Paradis |
| 2024-09-05 |
insert email ja..@crestwoodadvisors.com |
| 2024-09-05 |
insert email je..@crestwoodadvisors.com |
| 2024-09-05 |
insert person Jason J. Ewing |
| 2024-09-05 |
insert person Joseph E. Alger |
| 2024-08-05 |
delete address 1020 Boston Post Road
Darien CT 06820 |
| 2024-08-05 |
delete alias Crestwood Advisors Group, LLC |
| 2024-08-05 |
delete email kh..@crestwoodadvisors.com |
| 2024-08-05 |
delete email lv..@crestwoodadvisors.com |
| 2024-08-05 |
delete person Janie M. Monroe |
| 2024-08-05 |
insert address 1495 Canyon Blvd
Boulder CO 02903 |
| 2024-08-05 |
insert address 23 Old Kings Hwy S
Darien CT 06820 |
| 2024-08-05 |
insert address Boulder, CO 80302 |
| 2024-08-05 |
insert email kh..@crestwoodadvisors.com |
| 2024-08-05 |
insert email tm..@crestwoodadvisors.com |
| 2024-08-05 |
insert person Kayla C. Hammen |
| 2024-08-05 |
insert person Tiffany V. Bell |
| 2024-08-05 |
update person_title Leah R. Sciabarrasi: CFP®Managing Partner, Wealth Manager => CFP®President / Managing Partner, Wealth Manager |
| 2023-10-18 |
delete otherexecutives Bobby P. Palladino |
| 2023-10-18 |
delete email bp..@crestwoodadvisors.com |
| 2023-10-18 |
delete person Bobby P. Palladino |
| 2023-10-18 |
insert email mj..@crestwoodadvisors.com |
| 2023-10-18 |
insert email ts..@crestwoodadvisors.com |
| 2023-10-18 |
insert person Madeleine T. Jordan |
| 2023-10-18 |
insert person Tiffany V. So |
| 2023-09-12 |
insert managingdirector Susan Cheswick Brewer |
| 2023-09-12 |
delete email br..@crestwoodadvisors.com |
| 2023-09-12 |
delete person Billy F. Spencer |
| 2023-09-12 |
delete person Bryce E. Richer |
| 2023-09-12 |
insert address Owen Building, 101 Dyer St, 4th Floor
Providence RI 02903 |
| 2023-09-12 |
insert alias Crestwood Advisors Group, LLC |
| 2023-09-12 |
insert email ab..@crestwoodadvisors.com |
| 2023-09-12 |
insert fax (401) 854-0994 |
| 2023-09-12 |
insert person Aaron M. Beltrami |
| 2023-09-12 |
insert person Susan Cheswick Brewer |
| 2023-09-12 |
insert phone (401) 854-0993 |
| 2023-07-08 |
delete address One Liberty Square, Boston, MA, 02109 |
| 2023-07-08 |
delete alias Crestwood Advisors Group, LLC |
| 2023-07-08 |
delete email mw..@crestwoodadvisors.com |
| 2023-07-08 |
insert email ab..@crestwoodadvisors.com |
| 2023-07-08 |
insert person Alexandra M. Blake |
| 2023-07-08 |
insert person Leigh B. Hurd |
| 2023-06-05 |
delete email ft..@crestwoodadvisors.com |
| 2023-06-05 |
delete email lv..@crestwoodadvisors.com |
| 2023-06-05 |
delete email nd..@crestwoodadvisors.com |
| 2023-06-05 |
delete person Frank V. Taylor |
| 2023-06-05 |
delete person Lissette Villacis |
| 2023-06-05 |
insert email ls..@crestwoodadvisors.com |
| 2023-06-05 |
insert email mw..@crestwoodadvisors.com |
| 2023-06-05 |
insert person Leah R. Sciabarrasi |
| 2023-06-05 |
insert person Micah R. Weinstein |
| 2023-06-05 |
insert person Peter T. Malone |
| 2023-04-30 |
delete managingdirector Kevin A. MacGuire |
| 2023-04-30 |
delete email an..@crestwoodadvisors.com |
| 2023-04-30 |
delete email br..@crestwoodadvisors.com |
| 2023-04-30 |
delete email jh..@crestwoodadvisors.com |
| 2023-04-30 |
delete person Kevin A. MacGuire |
| 2023-04-30 |
delete person Navisha S. Sookdeo |
| 2023-04-30 |
insert email ft..@crestwoodadvisors.com |
| 2023-04-30 |
insert email nd..@crestwoodadvisors.com |
| 2023-04-30 |
insert person Alina O. Leon |
| 2023-04-30 |
insert person Tim Paradis |
| 2023-03-29 |
delete email nd..@crestwoodadvisors.com |
| 2023-03-29 |
delete email ts..@crestwoodadvisors.com |
| 2023-03-29 |
delete person Brandon D. Lozier |
| 2023-03-29 |
delete person Tiffany V. So |
| 2023-03-29 |
insert email an..@crestwoodadvisors.com |
| 2023-03-29 |
insert email br..@crestwoodadvisors.com |
| 2023-03-29 |
insert email jh..@crestwoodadvisors.com |
| 2023-03-29 |
insert person Alyson L. Nickse |
| 2023-03-29 |
insert person Bryce E. Richer |
| 2023-03-29 |
insert person Jason D. Hendricks |
| 2023-03-29 |
update person_description Leah R. Sciabarrasi => Leah R. Sciabarrasi |
| 2023-03-29 |
update person_title Micah R. Weinstein: Research Analyst => Senior Research Analyst |
| 2023-02-26 |
delete cio John R. Ingram |
| 2023-02-26 |
delete email ji..@crestwoodadvisors.com |
| 2023-02-26 |
delete person John R. Ingram |
| 2023-02-26 |
insert email nd..@crestwoodadvisors.com |
| 2023-02-26 |
insert email ts..@crestwoodadvisors.com |
| 2023-02-26 |
insert person Tiffany V. So |
| 2023-01-25 |
insert coo Ruchi S. Patel |
| 2023-01-25 |
insert otherexecutives Sarah B. Kanwal |
| 2023-01-25 |
delete email ft..@crestwoodadvisors.com |
| 2023-01-25 |
delete email nd..@crestwoodadvisors.com |
| 2023-01-25 |
delete email ng..@crestwoodadvisors.com |
| 2023-01-25 |
delete person Frank V. Taylor |
| 2023-01-25 |
delete person Nathan Z. Gore |
| 2023-01-25 |
insert email sk..@crestwoodadvisors.com |
| 2023-01-25 |
insert person Sarah B. Kanwal |
| 2023-01-25 |
update person_description Brigette M. Houghton => Brigette M. Houghton |
| 2023-01-25 |
update person_description Michael A. Eckton => Michael A. Eckton |
| 2023-01-25 |
update person_title Brigette M. Houghton: Office Manager => Operations Specialist |
| 2023-01-25 |
update person_title Ruchi S. Patel: Crestwood As an Operations Specialist; Senior Operations Specialist => Crestwood As an Operations Specialist; Director of Operations |
| 2022-11-22 |
delete email ab..@crestwoodadvisors.com |
| 2022-11-22 |
delete email lv..@crestwoodadvisors.com |
| 2022-11-22 |
delete person Aaron M. Beltrami |
| 2022-11-22 |
delete person Lissette Villacis |
| 2022-11-22 |
insert email ft..@crestwoodadvisors.com |
| 2022-11-22 |
insert email nd..@crestwoodadvisors.com |
| 2022-11-22 |
insert email ng..@crestwoodadvisors.com |
| 2022-11-22 |
insert person Frank V. Taylor |
| 2022-11-22 |
insert person Nathan Z. Gore |
| 2022-11-22 |
update person_description Meg L. Sweet => Meg L. Sweet |
| 2022-11-22 |
update person_description Ruchi S. Patel => Ruchi S. Patel |
| 2022-10-22 |
delete email ab..@crestwoodadvisors.com |
| 2022-10-22 |
delete person Alexandra M. Blake |
| 2022-10-22 |
insert email lv..@crestwoodadvisors.com |
| 2022-10-22 |
insert person Lissette Villacis |
| 2022-09-20 |
delete otherexecutives Greg F. McSweeney |
| 2022-09-20 |
delete email gm..@crestwoodadvisors.com |
| 2022-09-20 |
delete email ng..@crestwoodadvisors.com |
| 2022-09-20 |
delete email ts..@crestwoodadvisors.com |
| 2022-09-20 |
delete person Greg F. McSweeney |
| 2022-09-20 |
delete person Nathan Z. Gore |
| 2022-09-20 |
delete person Tiffany V. So |
| 2022-09-20 |
insert email ab..@crestwoodadvisors.com |
| 2022-09-20 |
insert email bh..@crestwoodadvisors.com |
| 2022-09-20 |
insert person Alexandra M. Blake |
| 2022-09-20 |
insert person Brigette M. Houghton |
| 2022-09-20 |
insert person Ryan G. Kenny |
| 2022-08-18 |
delete cco Roy D. Treible |
| 2022-08-18 |
delete coo Roy D. Treible |
| 2022-08-18 |
delete managingdirector Susan Cheswick Brewer |
| 2022-08-18 |
delete email rt..@crestwoodadvisors.com |
| 2022-08-18 |
delete person Laurie E. Stefanowicz |
| 2022-08-18 |
delete person Roy D. Treible |
| 2022-08-18 |
delete person Susan Cheswick Brewer |
| 2022-08-18 |
insert email me..@crestwoodadvisors.com |
| 2022-08-18 |
insert email ng..@crestwoodadvisors.com |
| 2022-08-18 |
insert person Nathan Z. Gore |
| 2022-07-19 |
delete managingdirector Louis F. Albanese |
| 2022-07-19 |
delete email la..@crestwoodadvisors.com |
| 2022-07-19 |
delete person Kevin E. Behrendt |
| 2022-07-19 |
delete person Louis F. Albanese |
| 2022-07-19 |
insert email mw..@crestwoodadvisors.com |
| 2022-06-17 |
insert managingdirector Louis F. Albanese |
| 2022-06-17 |
delete email ln..@crestwoodadvisors.com |
| 2022-06-17 |
delete email tm..@crestwoodadvisors.com |
| 2022-06-17 |
delete email ts..@crestwoodadvisors.com |
| 2022-06-17 |
delete person Luke B. Neumann |
| 2022-06-17 |
delete person Thomas P. Mooney |
| 2022-06-17 |
delete person Tiffany V. So |
| 2022-06-17 |
insert email la..@crestwoodadvisors.com |
| 2022-06-17 |
insert person Judy A. Burke |
| 2022-06-17 |
insert person Louis F. Albanese |
| 2022-05-18 |
delete email lv..@crestwoodadvisors.com |
| 2022-05-18 |
delete email ri..@crestwoodadvisors.com |
| 2022-05-18 |
delete person Robert G. Ix |
| 2022-05-18 |
insert email ln..@crestwoodadvisors.com |
| 2022-05-18 |
insert email sk..@crestwoodadvisors.com |
| 2022-05-18 |
insert email tm..@crestwoodadvisors.com |
| 2022-04-16 |
delete person Ryan G. Kenny |
| 2022-04-16 |
insert email jb..@crestwoodadvisors.com |
| 2022-04-16 |
insert person Joseph P. Bruno |
| 2022-03-17 |
delete managingdirector Susan Cheswick Brewer |
| 2022-03-17 |
delete otherexecutives Greg F. McSweeney |
| 2022-03-17 |
insert cio John R. Ingram |
| 2022-03-17 |
delete email ak..@crestwoodadvisors.com |
| 2022-03-17 |
delete email gm..@crestwoodadvisors.com |
| 2022-03-17 |
delete email ln..@crestwoodadvisors.com |
| 2022-03-17 |
delete person Adele H. Kaoud |
| 2022-03-17 |
delete person Greg F. McSweeney |
| 2022-03-17 |
delete person Luke B. Neumann |
| 2022-03-17 |
delete person Susan Cheswick Brewer |
| 2022-03-17 |
insert email ab..@crestwoodadvisors.com |
| 2022-03-17 |
insert email bh..@crestwoodadvisors.com |
| 2022-03-17 |
insert email ji..@crestwoodadvisors.com |
| 2022-03-17 |
insert person Aaron M. Beltrami |
| 2022-03-17 |
insert person Brigette M. Houghton |
| 2022-03-17 |
insert person John R. Ingram |
| 2022-03-17 |
insert person Ryan G. Kenny |
| 2022-02-08 |
delete cio John R. Ingram |
| 2022-02-08 |
insert managingdirector Susan Cheswick Brewer |
| 2022-02-08 |
delete email ji..@crestwoodadvisors.com |
| 2022-02-08 |
delete person John R. Ingram |
| 2022-02-08 |
insert email ak..@crestwoodadvisors.com |
| 2022-02-08 |
insert person Adele H. Kaoud |
| 2022-02-08 |
insert person Susan Cheswick Brewer |
| 2022-02-08 |
update person_description Billy F. Spencer => Billy F. Spencer |
| 2022-02-08 |
update person_title Billy F. Spencer: CFP®Director, Wealth Planner => CFP®, FBS®Director, Wealth Planner; Member of the Financial Planning Association; CERTIFIED FINANCIAL PLANNER |
| 2022-02-08 |
update person_title Kayla C. Holland: CFP®Client Advisor => CFP®Director, Wealth Planner |
| 2022-02-08 |
update person_title Tiffany V. So: Client Advisor; Member of the Wealth Management Team at Crestwood => Member of the Wealth Management Team at Crestwood; CFP®Client Advisor |
| 2021-12-03 |
delete email ak..@crestwoodadvisors.com |
| 2021-12-03 |
delete person Adele H. Kaoud |
| 2021-12-03 |
insert email ji..@crestwoodadvisors.com |
| 2021-12-03 |
update person_description Christopher M. Auten => Christopher M. Auten |
| 2021-09-04 |
insert email nd..@crestwoodadvisors.com |
| 2021-09-04 |
insert email ng..@crestwoodadvisors.com |
| 2021-09-04 |
insert person Nathan Z. Gore |
| 2021-09-04 |
insert person Nicholas J. Dipoto |
| 2021-08-02 |
delete otherexecutives Greg F. McSweeney |
| 2021-08-02 |
delete email gm..@crestwoodadvisors.com |
| 2021-08-02 |
delete email kh..@crestwoodadvisors.com |
| 2021-08-02 |
delete email ls..@crestwoodadvisors.com |
| 2021-08-02 |
delete person Greg F. McSweeney |
| 2021-08-02 |
delete person Kayla C. Holland |
| 2021-08-02 |
delete person Leah R. Sciabarrasi |
| 2021-08-02 |
delete person Matthew S. Monroe |
| 2021-08-02 |
insert person Peter T. Malone |
| 2021-07-02 |
delete otherexecutives Sarah B. Kanwal |
| 2021-07-02 |
insert otherexecutives Greg F. McSweeney |
| 2021-07-02 |
delete email sk..@crestwoodadvisors.com |
| 2021-07-02 |
delete person Ryan G. Kenny |
| 2021-07-02 |
delete person Sarah B. Kanwal |
| 2021-07-02 |
insert email gm..@crestwoodadvisors.com |
| 2021-07-02 |
insert email kh..@crestwoodadvisors.com |
| 2021-07-02 |
insert email ls..@crestwoodadvisors.com |
| 2021-07-02 |
insert person Greg F. McSweeney |
| 2021-07-02 |
insert person Leah R. Sciabarrasi |
| 2021-05-30 |
delete otherexecutives Greg F. McSweeney |
| 2021-05-30 |
insert otherexecutives Sarah B. Kanwal |
| 2021-05-30 |
delete email ct..@crestwoodadvisors.com |
| 2021-05-30 |
delete email gm..@crestwoodadvisors.com |
| 2021-05-30 |
delete email jb..@crestwoodadvisors.com |
| 2021-05-30 |
delete email ts..@crestwoodadvisors.com |
| 2021-05-30 |
delete person Charlie W. Tricomi |
| 2021-05-30 |
delete person Greg F. McSweeney |
| 2021-05-30 |
delete person Joseph P. Bruno |
| 2021-05-30 |
delete person Tiffany V. So |
| 2021-05-30 |
insert email sk..@crestwoodadvisors.com |
| 2021-05-30 |
insert person Billy F. Spencer |
| 2021-05-30 |
insert person Ryan G. Kenny |
| 2021-05-30 |
insert person Sarah B. Kanwal |
| 2021-04-12 |
delete otherexecutives Julie S. Praline |
| 2021-04-12 |
delete email jp..@crestwoodadvisors.com |
| 2021-04-12 |
delete person Julie S. Praline |
| 2021-04-12 |
delete person Laurie E. Stefanowicz |
| 2021-04-12 |
delete person Olivia B. Godin |
| 2021-04-12 |
insert email ct..@crestwoodadvisors.com |
| 2021-04-12 |
insert email jb..@crestwoodadvisors.com |
| 2021-04-12 |
insert person Charlie W. Tricomi |
| 2021-04-12 |
insert person Joseph P. Bruno |
| 2021-02-17 |
delete cco Roy D. Treible |
| 2021-02-17 |
delete coo Roy D. Treible |
| 2021-02-17 |
delete email rt..@crestwoodadvisors.com |
| 2021-02-17 |
delete person Roy D. Treible |
| 2021-01-17 |
insert cco Roy D. Treible |
| 2021-01-17 |
insert coo Roy D. Treible |
| 2021-01-17 |
delete email an..@crestwoodadvisors.com |
| 2021-01-17 |
delete email ls..@crestwoodadvisors.com |
| 2021-01-17 |
delete person Alex S. Martland |
| 2021-01-17 |
delete person Alyson L. Nickse |
| 2021-01-17 |
delete person Kevin E. Behrendt |
| 2021-01-17 |
insert email og..@crestwoodadvisors.com |
| 2021-01-17 |
insert email rt..@crestwoodadvisors.com |
| 2021-01-17 |
insert person Judy A. Burke |
| 2021-01-17 |
insert person Olivia B. Godin |
| 2021-01-17 |
insert person Roy D. Treible |
| 2021-01-17 |
update person_title Meg L. Sweet: CFP®Director, Operations => CFP®Director, Operations and Compliance |
| 2020-10-04 |
delete email ab..@crestwoodadvisors.com |
| 2020-10-04 |
insert email ms..@crestwoodadvisors.com |
| 2020-10-04 |
insert person Meg L. Sweet |
| 2020-07-29 |
delete email ln..@crestwoodadvisors.com |
| 2020-07-29 |
delete email me..@crestwoodadvisors.com |
| 2020-07-29 |
delete person Luke B. Neumann |
| 2020-07-29 |
insert email bh..@crestwoodadvisors.com |
| 2020-07-29 |
insert email gm..@crestwoodadvisors.com |
| 2020-07-29 |
insert email mw..@crestwoodadvisors.com |
| 2020-07-29 |
insert person Brigette M. Houghton |
| 2020-06-28 |
delete person Judy A. Burke |
| 2020-06-28 |
insert email tp..@crestwoodadvisors.com |
| 2020-06-28 |
insert person Traci A. Provost |
| 2020-05-29 |
delete email lv..@crestwoodadvisors.com |
| 2020-05-29 |
insert email sk..@crestwoodadvisors.com |
| 2020-04-29 |
insert otherexecutives Greg F. McSweeney |
| 2020-04-29 |
insert person Greg F. McSweeney |
| 2020-03-30 |
delete email ms..@crestwoodadvisors.com |
| 2020-03-30 |
delete person Kevin E. Behrendt |
| 2020-03-30 |
delete person Meg L. Sweet |
| 2020-03-30 |
insert email al..@crestwoodadvisors.com |
| 2020-03-30 |
insert email mm..@crestwoodadvisors.com |
| 2020-03-30 |
insert person Ariel N. Lobo |
| 2020-03-30 |
insert person Matthew S. Monroe |
| 2020-02-29 |
delete person Judy A. Burke |
| 2020-02-29 |
insert email ms..@crestwoodadvisors.com |
| 2020-02-29 |
insert email tp..@crestwoodadvisors.com |
| 2020-02-29 |
insert person Meg L. Sweet |
| 2020-02-29 |
insert person Traci A. Provost |
| 2020-01-28 |
insert email me..@crestwoodadvisors.com |
| 2020-01-28 |
update person_title Paige M. Earls: CFP®Client Advisor => CFP®Director, Wealth Planner |
| 2019-12-28 |
delete otherexecutives Julie S. Praline |
| 2019-12-28 |
delete email jp..@crestwoodadvisors.com |
| 2019-12-28 |
delete person Julie S. Praline |
| 2019-12-28 |
insert email rp..@crestwoodadvisors.com |
| 2019-12-28 |
insert person Micah Weinstein |
| 2019-11-27 |
insert otherexecutives Julie S. Praline |
| 2019-11-27 |
delete email kh..@crestwoodadvisors.com |
| 2019-11-27 |
delete email rp..@crestwoodadvisors.com |
| 2019-11-27 |
delete person Kayla C. Holland |
| 2019-11-27 |
insert email jp..@crestwoodadvisors.com |
| 2019-11-27 |
insert person Julie S. Praline |
| 2019-11-27 |
update person_title Brandon D. Lozier: Operations Specialist => Client Service Associate |
| 2019-10-28 |
insert managingdirector Louis F. Albanese |
| 2019-10-28 |
delete email mm..@crestwoodadvisors.com |
| 2019-10-28 |
delete person Laurie E. Stefanowicz |
| 2019-10-28 |
delete person Matthew S. Monroe |
| 2019-10-28 |
insert email la..@crestwoodadvisors.com |
| 2019-10-28 |
insert person Louis F. Albanese |
| 2019-10-28 |
insert person Micah Weinstein |
| 2019-09-27 |
delete cco Roy D. Treible |
| 2019-09-27 |
delete cio John R. Ingram |
| 2019-09-27 |
delete coo Roy D. Treible |
| 2019-09-27 |
delete managingdirector Louis F. Albanese |
| 2019-09-27 |
delete otherexecutives Julie S. Praline |
| 2019-09-27 |
delete otherexecutives Margaret L. Sweet |
| 2019-09-27 |
delete email dt..@crestwoodadvisors.com |
| 2019-09-27 |
delete email jm..@crestwoodadvisors.com |
| 2019-09-27 |
delete industry_tag investment management and wealth advisory |
| 2019-09-27 |
delete person Aaron M. Beltrami |
| 2019-09-27 |
delete person Alexander S. Martland |
| 2019-09-27 |
delete person John R. Ingram |
| 2019-09-27 |
delete person John W. Morris |
| 2019-09-27 |
delete person Julie S. Praline |
| 2019-09-27 |
delete person Lissette Villacis |
| 2019-09-27 |
delete person Louis F. Albanese |
| 2019-09-27 |
delete person Margaret L. Sweet |
| 2019-09-27 |
delete person Maxwell C. Audette |
| 2019-09-27 |
delete person Paige M. Earls CFP |
| 2019-09-27 |
delete person Peter T. Malone |
| 2019-09-27 |
delete person Roy D. Treible |
| 2019-09-27 |
delete person Traci A. Provost CDFA |
| 2019-09-27 |
delete source_ip 209.15.20.231 |
| 2019-09-27 |
insert address One Liberty Square, Boston, MA, 02109 |
| 2019-09-27 |
insert alias Crestwood Advisors Group, LLC |
| 2019-09-27 |
insert email tu..@crestwoodadvisors.com |
| 2019-09-27 |
insert index_pages_linkeddomain constantcontact.com |
| 2019-09-27 |
insert management_pages_linkeddomain constantcontact.com |
| 2019-09-27 |
insert source_ip 35.237.11.248 |
| 2019-09-27 |
update person_description Adele H. Kaoud => Adele H. Kaoud |
| 2019-09-27 |
update person_description William F. Spencer => Billy F. Spencer |
| 2019-09-27 |
update person_description Brandon D. Lozier => Brandon D. Lozier |
| 2019-09-27 |
update person_description Brigette M. Houghton => Brigette M. Houghton |
| 2019-09-27 |
update person_description David P. Tuttle => David P. Tuttle |
| 2019-09-27 |
update person_description Kayla C. Holland CFP => Kayla C. Holland |
| 2019-09-27 |
update person_description Laurie E. Stefanowicz => Laurie E. Stefanowicz |
| 2019-09-27 |
update person_description Leah R. Sciabarrasi => Leah R. Sciabarrasi |
| 2019-09-27 |
update person_description Leigh B. Hurd => Leigh B. Hurd |
| 2019-09-27 |
update person_description Luke B. Neumann CFP => Luke B. Neumann |
| 2019-09-27 |
update person_description Michael A. Eckton => Michael A. Eckton |
| 2019-09-27 |
update person_description Robert G. Ix => Robert G. Ix |
| 2019-09-27 |
update person_description Ruchi S. Patel => Ruchi S. Patel |
| 2019-09-27 |
update person_description Ryan G. Kenny => Ryan G. Kenny |
| 2019-09-27 |
update person_title Judy A. Burke: Client Service Associate / Paige M. Earls CFP® Client Advisor => Client Service Associate |
| 2019-09-27 |
update person_title Kayla C. Holland: CEO / Managing Partner, Portfolio Manager / Kayla C. Holland CFP® Client Advisor; Client Advisor => CFP®Client Advisor |
| 2019-09-27 |
update person_title Luke B. Neumann: Client Advisor; Managing Partner, Wealth Manager / Luke B. Neumann CFP® Client Advisor => CERTIFIED FINANCIAL PLANNER; CFP®Client Advisor |
| 2019-08-28 |
delete fax (203) 225-0200 |
| 2019-08-28 |
insert fax (203) 226-0200 |
| 2019-07-29 |
insert managingdirector Louis F. Albanese |
| 2019-07-29 |
delete alias Crestwood Advisors Group, LLC |
| 2019-07-29 |
insert address 1020 Boston Post Road
Darien, CT 06820 |
| 2019-07-29 |
insert address 943 Post Road East
Westport, CT 06880 |
| 2019-07-29 |
insert address 943 Post Road East, 2nd Floor, Westport, CT 06880 |
| 2019-07-29 |
insert fax (203) 225-0200 |
| 2019-07-29 |
insert fax (203) 655-0585 |
| 2019-07-29 |
insert person Judy A. Burke |
| 2019-07-29 |
insert person Laurie E. Stefanowicz |
| 2019-07-29 |
insert person Louis F. Albanese |
| 2019-07-29 |
insert person Matthew S. Monroe |
| 2019-07-29 |
insert person Traci A. Provost CDFA |
| 2019-07-29 |
insert phone (203) 226-0603 |
| 2019-07-29 |
insert phone (203) 655-3323 |
| 2019-07-29 |
update person_title Julie S. Praline: Director; Equity Analyst => Director, Equity Analyst / Traci a. Provost CDFA® Client Advisor; Director; Equity Analyst |
| 2019-07-29 |
update person_title Susan Cheswick Brewer: Managing Director; Managing Director, Portfolio Manager / Paige M. Earls CFP® Client Advisor => Managing Director; Portfolio Manager |
| 2019-06-29 |
insert person Kevin E. Behrendt |
| 2019-06-29 |
update person_description Alexander S. Martland => Alexander S. Martland |
| 2019-06-29 |
update person_description Margaret L. Sweet => Margaret L. Sweet |
| 2019-06-29 |
update person_description Peter T. Malone => Peter T. Malone |
| 2019-06-29 |
update person_description William F. Spencer => William F. Spencer |
| 2019-06-29 |
update person_title Alexander S. Martland: Securities Trader => Research Analyst / Alexander S. Martland Client Advisor; Client Advisor |
| 2019-04-22 |
delete source_ip 184.106.55.11 |
| 2019-04-22 |
insert source_ip 209.15.20.231 |
| 2019-02-06 |
insert otherexecutives Sarah B. Kanwal |
| 2019-02-06 |
delete person Brian M. Lowry CFP |
| 2019-02-06 |
insert person Brigette M. Houghton |
| 2019-02-06 |
insert person Kayla C. Holland |
| 2019-02-06 |
insert person Sarah B. Kanwal |
| 2019-02-06 |
update person_description Maxwell C. Audette => Maxwell C. Audette |
| 2019-02-06 |
update person_title Maxwell C. Audette: Client Service Associate; Client Service Associate / Paige M. Earls CFP® Client Advisor => Client Service Associate |
| 2018-03-14 |
delete address 50 Federal Street, Suite 810, Boston MA 02110 |
| 2018-03-14 |
delete person Amy E. Brooks |
| 2018-03-14 |
insert address One Liberty Square, Suite 500, Boston MA 02109 |
| 2018-03-14 |
update person_title Maxwell C. Audette: Client Service Associate => Client Service Associate; Client Service Associate / Paige M. Earls CFP® Client Advisor |
| 2018-03-14 |
update primary_contact 50 Federal Street
Suite 810
Boston, MA 02110 => One Liberty Square
Suite 500
Boston, MA 02109 |
| 2018-01-20 |
insert otherexecutives Julie S. Praline |
| 2018-01-20 |
update person_title Alyson L. Nickse: CFP®, CDFA® Director, Wealth Manager; CERTIFIED FINANCIAL PLANNER => CFP®, CDFA® Partner, Wealth Manager; CERTIFIED FINANCIAL PLANNER |
| 2018-01-20 |
update person_title Julie S. Praline: Equity Analyst / William F. Spencer CFP® Client Advisor; Equity Analyst => Director; Equity Analyst |
| 2018-01-20 |
update person_title Ruchi S. Patel: Operations Specialist => Operations Specialist; Operations Specialist / William F. Spencer CFP® Client Advisor |
| 2017-11-03 |
update website_status IndexPageFetchError => OK |
| 2017-11-03 |
delete alias Crestwood Advisors LLC |
| 2017-11-03 |
delete person Jaclyn V. Hirl CFP |
| 2017-11-03 |
delete person Nicholas R. Gaskell |
| 2017-11-03 |
insert alias Crestwood Advisors Group, LLC |
| 2017-11-03 |
insert person Luke B. Neumann CFP |
| 2017-11-03 |
update person_title Alexander S. Martland: Securities Trader => Securities Trader; Securities Trader / Luke B. Neumann CFP® Client Advisor |
| 2017-08-09 |
update website_status OK => IndexPageFetchError |
| 2017-07-08 |
insert about_pages_linkeddomain bdreporting.com |
| 2017-07-08 |
insert contact_pages_linkeddomain bdreporting.com |
| 2017-07-08 |
insert index_pages_linkeddomain bdreporting.com |
| 2017-07-08 |
insert management_pages_linkeddomain bdreporting.com |
| 2017-07-08 |
insert service_pages_linkeddomain bdreporting.com |
| 2017-07-08 |
insert terms_pages_linkeddomain bdreporting.com |
| 2017-05-06 |
insert person Maxwell C. Audette |
| 2017-03-04 |
insert email jp..@crestwoodadvisors.com |
| 2017-03-04 |
insert person Brandon D. Lozier |
| 2017-03-04 |
update person_title Alyson L. Nickse: CFP®, CDFA® Director, Relationship Manager; Certified Financial Planner => Certified Financial Planner; CFP®, CDFA® Director, Wealth Manager |
| 2017-03-04 |
update person_title Amy E. Brooks: Office Manager => Office Manager; Office Manager / Paige M. Earls CFP® Client Advisor |
| 2017-03-04 |
update person_title Brian M. Lowry CFP: Associate; Associate, Relationship Management => Portfolio Manager / Brian M. Lowry CFP® Client Advisor; Client Advisor |
| 2017-03-04 |
update person_title Jaclyn V. Hirl CFP: Associate, Relationship Management => CAIA Equity Analyst / Jaclyn V. Hirl CFP® Client Advisor; Certified Financial Planner; Client Advisor |
| 2017-03-04 |
update person_title Julie S. Praline: Equity Analyst => Equity Analyst / William F. Spencer CFP® Client Advisor; Equity Analyst |
| 2017-03-04 |
update person_title Paige M. Earls CFP: Associate; Associate, Relationship Management => Office Manager / Paige M. Earls CFP® Client Advisor; Client Advisor |
| 2017-03-04 |
update person_title Ruchi S. Patel: Operations Associate => Operations Specialist |
| 2017-03-04 |
update person_title William F. Spencer CFP: Associate, Relationship Management => Equity Analyst / William F. Spencer CFP® Client Advisor; Client Advisor |
| 2016-11-18 |
delete person Brian F. Navin |
| 2016-11-18 |
insert person Julie S. Praline |
| 2016-11-18 |
update person_description Nicholas R. Gaskell => Nicholas R. Gaskell |
| 2016-11-18 |
update person_title Alexander S. Martland: Associate, Securities Trader => Securities Trader |
| 2016-11-18 |
update person_title Ruchi S. Patel: Associate, Operations => Operations Associate |
| 2016-08-15 |
insert person Amy E. Brooks |
| 2016-08-15 |
insert person Brian M. Lowry |
| 2016-08-15 |
insert person Jaclyn V. Hirl |
| 2016-08-15 |
insert person Ruchi S. Patel |
| 2016-08-15 |
insert person William F. Spencer |
| 2016-08-15 |
update person_title Roy D. Treible: Partner, Chief Compliance Officer & Managing Director, Client Service & Operations => Partner, CCO & Managing Director, Operations |
| 2016-07-04 |
delete otherexecutives Michelle A. Herd |
| 2016-07-04 |
delete person Ariel J. Anderson |
| 2016-07-04 |
delete person Gianna M. Viele |
| 2016-07-04 |
delete person Jaclyn A. Harding |
| 2016-07-04 |
delete person Lindsay W. Singer |
| 2016-07-04 |
delete person Michelle A. Herd |
| 2016-04-17 |
delete person Flynn T. McDonnell |
| 2016-04-17 |
delete person Matthew S. Morse |
| 2016-04-17 |
insert person Peter T. Malone |
| 2016-01-17 |
delete otherexecutives Alyson L. Nickse |
| 2016-01-17 |
insert otherexecutives Michelle A. Herd |
| 2016-01-17 |
insert email ji..@crestwoodadvisors.com |
| 2016-01-17 |
insert person Flynn T. McDonnell |
| 2016-01-17 |
insert person Michelle A. Herd |
| 2016-01-17 |
update person_description Alyson L. Nickse => Alyson L. Nickse |
| 2016-01-17 |
update person_description Lindsay W. Singer => Lindsay W. Singer |
| 2016-01-17 |
update person_title Alyson L. Nickse: Relationship Manager; Director => Certified Financial Planner; CFP®, CDFA® Director, Relationship Manager |
| 2016-01-17 |
update person_title Roy D. Treible: Chief Compliance Officer, Managing Director, Client Service & Operations => Partner, Chief Compliance Officer & Managing Director, Client Service & Operations |
| 2015-08-27 |
insert person Alexander S. Martland |
| 2015-08-27 |
insert person Jaclyn A. Harding |
| 2015-08-27 |
insert person Paige M. Earls |
| 2015-08-27 |
insert person Ryan G. Kenny |
| 2015-05-28 |
delete person Tyler R. Lewis |
| 2015-03-05 |
delete associated_investor Capital International |
| 2015-03-05 |
insert person Ariel J. Anderson |
| 2015-03-05 |
insert person John R. Ingram |
| 2015-03-05 |
update person_description Matthew S. Morse => Matthew S. Morse |
| 2014-05-25 |
delete otherexecutives James C. Bacon |
| 2014-05-25 |
delete person James C. Bacon |
| 2014-04-10 |
insert industry_tag investment management and wealth advisory |
| 2014-04-10 |
insert person Brian F. Navin |
| 2014-04-10 |
update person_description Aaron M. Beltrami => Aaron M. Beltrami |
| 2014-04-10 |
update person_description Gianna M. Viele => Gianna M. Viele |
| 2014-04-10 |
update person_description James C. Bacon => James C. Bacon |
| 2014-04-10 |
update person_description Leah R. Sciabarrasi => Leah R. Sciabarrasi |
| 2014-04-10 |
update person_description Lindsay W. Singer => Lindsay W. Singer |
| 2014-04-10 |
update person_description Margaret L. Sweet => Margaret L. Sweet |
| 2014-04-10 |
update person_description Matthew S. Morse => Matthew S. Morse |
| 2014-04-10 |
update person_description Michael A. Eckton => Michael A. Eckton |
| 2014-04-10 |
update person_description Nicholas R. Gaskell => Nicholas R. Gaskell |
| 2014-04-10 |
update person_description Tyler R. Lewis => Tyler R. Lewis |
| 2013-10-27 |
delete otherexecutives Roy D. Treible |
| 2013-10-27 |
insert otherexecutives Leigh B. Hurd |
| 2013-10-27 |
delete person Ashley A. Herra |
| 2013-10-27 |
delete person David R. MacDougall |
| 2013-10-27 |
insert person Gianna M. Viele |
| 2013-10-27 |
insert person Leigh B. Hurd |
| 2013-10-27 |
insert person Nicholas R. Gaskell |
| 2013-10-27 |
update person_title Lindsay W. Singer: Associate => Associate, Client Service |
| 2013-10-27 |
update person_title Roy D. Treible: Director => Chief Compliance Officer, Managing Director, Client Service & Operations |
| 2013-10-27 |
update person_title Tyler R. Lewis: Associate => Associate, Portfolio Management |