CRESTWOOD ADVISORS - Key Persons
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- CFP®Partner, Wealth Manager
Aaron joined Crestwood Advisors in 2008 and serves as a Wealth Manager & Partner for the firm.
Aaron began his career in 1995 when he found his passion for assisting financially successful families in achieving their broader wealth building, asset protection, and estate planning goals. He has been able to leverage his experience for Crestwood clients as they seek to work with someone who understands their evolving needs and the family dynamics that makes them unique. He truly believes that the most effective approach to serving clients is through a thoughtful, team-oriented, process and diligent monitoring of life's ever-changing turns.
Aaron is a CERTIFIED FINANCIAL PLANNER™ practitioner with deep experience in working with executives, consultants, and small business owners. Aaron has a BS in Business Management from Assumption College and an Associate Degree in Business Management & Technology from Vermont Technical College. He is a member of the Boston Estate Planning Council where he frequently networks with peers to stay on top of the latest trends within investment and wealth advisory.
Aaron lives in Norwell, MA with his wife, Stacey, and three boys. If he's not at a hockey rink, he'll try to fill his time with music, skiing and making family memories through travel.
Adele joined Crestwood in 2019 and serves as a Client Service Associate.
Adele is primarily responsible for client service and assisting the Portfolio Managers. She is also responsible for the maintenance of daily operations. Prior to joining Crestwood, Adele worked at MacGuire, Cheswick & Tuttle Investment Counsel in the same roles for over 10 years.
Adele earned a BA in English Literature from Western Connecticut State University. Adele was born and raised in Jerusalem and is fluent in Arabic and Hebrew. She has two adult children and lives in Redding, CT.
Alina joined Crestwood in 2023 as a Client Advisor.
As a part of the Wealth Management Team at Crestwood, Alina works closely with clients on identifying their financial goals and building a holistic roadmap towards accomplishing them. It is Alina's priority to provide exceptional client experience combined with professional expertise in various areas of the financial planning field.
Alina is a seasoned financial professional with over a decade of experience in the financial services sector. Her career began in the banking industry, where she quickly climbed the ranks to management positions. Despite her success there, Alina realized that her passion was in the financial planning advisory role. She obtained her financial planning certificate through Boston University and is a CERTIFIED FINANCIAL PLANNER™. She enjoys building meaningful and lasting relationships with her clients while helping them to accomplish their financial goals.
Alina was born and raised in Ukraine. She has always been passionate about languages and communication, which led her to pursue a bachelor's degree in linguistics. She speaks multiple languages and enjoys traveling to other countries where she can immerse herself in different cultures and learn about the world around her.
Job Titles:
- CFP®Client Advisor
- Member of the Wealth Management Team
Brandon joined Crestwood in 2016 and serves as a Client Advisor.
As a member of the wealth management team, Brandon serves an integral role in the servicing of clients' planning needs, questions, implementation and recommendations. He is passionate about helping clients with their financial lives all while guiding them through financial decisions to help them be well-positioned for the future. Brandon believes by focusing on a holistic planning approach, success is achieved by accounting for all facets of our client's financial life.
Prior to joining Crestwood, he graduated summa cum laude from the University of Massachusetts Dartmouth with a BS in Finance. Brandon is a CERTIFIED FINANCIAL PLANNER™ professional.
Brandon resides in Beverly, MA with his wife and in his spare time, he enjoys cooking, being outside and spending time with his friends and family.
Brigette joined Crestwood in 2018 as the firm's Office Manager. In 2022, Brigette accepted a new opportunity and transitioned to the role of an Operations Specialist. Brigette is now responsible for supporting the firm's daily operations.
Prior to joining Crestwood Brigette earned her BA in Management from Merrimack College in 2016.
Brigette currently resides in Peabody, MA with her boyfriend and dog. In her free time, she enjoys being surrounded by friends and family.
Bryce joined our team as an Operations Specialist in 2022 and is responsible for supporting the firm's daily operations.
He graduated for the University of South Carolina with a BA in Finance and currently resides in Milton, MA. In his free time, he enjoys being active outdoors, and spending time with friends and family.
David joined Crestwood in 2019 and serves as a Portfolio Manager and Partner. Prior to joining Crestwood David was a founding partner and Portfolio Manager at MacGuire, Cheswick & Tuttle Investment Counsel LLC.
David helps clients create integrated portfolio and wealth management solutions across generations while working with a family's other trusted advisors.
David graduated cum laude from Princeton University, majoring in Economics, and received a J.D. from Duke University Law School. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He is a member of the Board of Directors of Family Centers, a nonprofit organization offering education, health, and human services to children, adults, and families in Fairfield County.
David and his family support an orphanage and school in Ghana, Africa (ghanachildrensfund.com). David and his wife are also officers and directors of Young Achievers Foundation Ghana, which promotes access to higher education for disadvantaged students in Ghana. He is married with two children and lives in New Canaan, CT.
Job Titles:
- Director
- Portfolio Manager
Greg joined Crestwood in 2020 and serves as a Portfolio Manager and Director.
Greg works closely with individuals and families in the management of their investment assets. He relies on over 15 years of deep research and investing experience in equities and fixed income to help clients achieve their long term goals. He is humbled by the opportunity to earn the trust of the individuals and families who choose to work with Crestwood.
Greg holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. He earned a BA in Economics from Dartmouth College and an MBA in Finance from New York University Stern School of Business.
After spending over a decade of his career in New York, Greg has spent the last several years living in the Boston area with his wife and three children, near their large extended families. He enjoys being active - golf, skiing, running - and keeping to his goal of each year competing in a triathlon and running a half-marathon to raise funds for Alzheimer's research.
Job Titles:
- Certified Private Wealth Advisor
- Client Advisor
Hillary joined Crestwood in 2021 and serves as a Client Advisor.
Hillary is responsible for relationship management and the financial planning needs of clients as a member of the wealth management team. Hillary focuses on helping clients achieve their unique investment and wealth goals by building comprehensive financial plans.
Hillary is a Certified Private Wealth Advisor® professional and has worked in wealth management for over 8 years, previously holding positions with Morgan Stanley, Wells Fargo Advisors, and MFS Investment Management. Hillary has a BA in Economics with minors in Finance and Psychology from Fairfield University where she was a 4-year member of their DI Swimming and Diving team.
Hillary resides in Boston's North End with her husband and their dog, Cooper. When not in the office, Hillary enjoys spending time on Cape Cod with family and friends, visiting the family farm in Missouri and Illinois, and learning about Boston and other local history.
Job Titles:
- CFP®, MSFP Director, Wealth Planner
Janie joined Crestwood in 2023 and serves as a Wealth Planner.
Janie works with individuals and families to help them manage all aspects of their financial lives with their unique circumstances in mind.
Starting in 2016, Janie has worked with several financial planning firms improving her knowledge of the industry, best practices, and varying schools of thought when helping clients achieve their financial goals. One area of interest for her is family values and governance and how they can impact long-term financial success.
She has a BS in Accounting and Finance and an MS in Financial Planning from Bentley University. She is a CERTIFIED FINANCIAL PLANNER™ professional and is a CFA Level 3 candidate.
Janie grew up in Massachusetts and currently lives in Greater Boston, where she enjoys practicing yoga and cooking in her spare time. She has a rescue dog, GG, a Kelpie mix breed who keeps every day interesting.
Jason joined Crestwood in 2022 and serves as a Portfolio Manager. Prior to joining Crestwood, he spent 14 years as a Senior Portfolio Manager at Bank of America Private Bank, formerly U.S. Trust.
Jason grew up in a rural community in upstate New York before graduating from Vassar College with a degree in Psychology. He holds the Certified Financial Planner®, Chartered Financial Consultant®, and Chartered Sustainable Responsible Impact Counselor® designations. These reflect Jason's belief that wealth management should be a happy marriage of financial planning and investment strategy tailored to an investor's unique goals and ethical preferences.
Jason and his family are active supporters of Alzheimer's research. He resides in Milford, Connecticut with his three children and rambunctious dog. Jason is a lover of good food, bad movies, trivia, and Silver Age comic books.
Joe Joined Crestwood in 2020 and serves as a Client Service Associate on the Wealth Management Team.
Joe is responsible for client onboarding, account and systems maintenance, as well as other daily operational needs in conjunction with the Wealth Management Team.
Prior to joining Crestwood, he graduated from James Madison University with a degree in finance and he last came from Moors & Cabot where he provided dedicated client support.
He currently resides in South Boston, Massachusetts. His interests include fishing, hiking, classic rock music, Game of Thrones, and Boston sports.
Judy joined Crestwood in 2019 and serves as a Client Service Associate.
Judy is responsible for the maintenance of daily operations, client service and assisting the team in Westport. Judy has been in the Client Service industry for almost 15 years because she loves helping and servicing people.
Judy earned her BS Degree in Finance from Marymount College.
She lives in Weston, CT with her husband and her dog George and she has three grown children. In her spare time, Judy enjoys cooking, gardening, listening to music and hanging with her family.
Job Titles:
- CFP®Director, Wealth Planner
She is primarily responsible for service and financial planning related needs of clients in connection with the wealth management team. Kayla collaborates with the other members of the Crestwood team to find efficient and effective solutions to help clients achieve their goals given their unique circumstances. By focusing on integrating comprehensive financial planning into each engagement with clients, she strives to ensure that portfolio management complements each client's broader wealth goals.
Kayla graduated magna cum laude from Tufts University with a BA in Economics and Spanish. She was also a member of the varsity softball team at Tufts that won two NCAA Division III National Championships. Kayla is a CERTIFIED FINANCIAL PLANNER™ professional.
Kayla is currently serving as the head of the Nex Gen Committee for the Financial Planning Association of New England. When not in the office, she enjoys cycling, skiing, traveling and spending time with friends and family.
Kevin joined Crestwood in 2019 and serves as the firm's Securities Trader.
Kevin's responsibilities include equity/fixed income trading, portfolio rebalancing, developing bond strategies, and best execution efforts. He holds the Chartered Financial Analyst designation and earned his BS in Finance from Northern Illinois University.
Kevin is originally from Chicago, IL. He is an active member of the US Chess Federation and competes competitively in local tournaments. He previously served as a member of the Chicago White Sox Charities and continues to attend the teams' games in Chicago and Boston.
Job Titles:
- CFP®Managing Partner, Wealth Manager
Leah helped form Crestwood at its inception in 2003 and is a Wealth Manager and Managing Partner.
Leah has been working with individuals and families to define and implement their strategies around wealth for 20 years. She manages the Wealth Management team at Crestwood Advisors and, as a Managing Partner, helps guide the strategy for the firm.
Leah has a BA from Brandeis University, is a Certified Financial Planner™ practitioner with experience in comprehensive financial planning for high net worth clients and has been named multiple times to Boston Magazines "Five Star Wealth Managers"* (2013, 2015, 2016, 2017, 2018, 2019, 2020, and 2021). She is a member of the Financial Planning Association, the Boston Estate Planning Council, The Boston Club, the Executive Council of the Ellevate Network and regularly serves on industry panels. Leah previously served as Co-Chair of the Professional Advisory Council for The Boston Foundation and has been involved for many years with EMPath, formerly serving as Chair of the Board. Additionally, she currently serves as a Board Member for PSC Partners Seeking a Cure and concurrently engages in extensive patient advocacy work.
Leah resides in Andover, MA with her husband and three children.
Leigh joined Crestwood in 2013 and serves as a Portfolio Manager and Partner.
Leigh has spent close to 20 years building relationships with individuals and families to help structure their investment portfolios to meet their life goals. She values working with clients as a steward for their wealth as they navigate through their investor life cycle.
Leigh holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute. She earned her BS and MBA from Boston College's School of Management.
Leigh resides in Winchester with her husband and 3 children. When not cheering from the sidelines of a soccer, basketball or lacrosse game, Leigh enjoys running and has a personal goal to run one-half marathon a year. In between sports seasons, Leigh and her family like to spend their summer in New Seabury and their winter skiing in Vermont. In her local community, Leigh is an executive Board Member and Treasurer for the Winchester Community Music School and has been elected as a Town Meeting Member for the Town of Winchester.
Lissette joined Crestwood in 2019 and serves as a Client Service Associate.
Lissette is responsible for working with clients and assisting the Portfolio Managers. Earlier in her career, she also worked at K.A. MacGuire & Company, LLC, Credit Suisse Asset Management, Donaldson, Lufkin & Jenrette and the Bank of NY.
Lissette graduated from the Wood School with an Associate degree in occupational studies. She is married with two children and lives in South Salem, NY.
Madeleine joined Crestwood in 2022 and serves as the Office Manager in the Boston office.
Madeleine is primarily responsible for general support of the firm's operations and administration. Madeleine earned her BA in Sociology from Trinity College in 2022 and currently resides in South Boston.
Madeleine enjoys spending time with friends, cooking, skiing, and playing the ukulele.
Nathan joined Crestwood in 2021 and serves as our Technology Specialist.
Nathan is responsible for Crestwood Advisors technology program which ranges from solving staff's technology issues to managing and maintaining Crestwood's broad base of systems and software.
Nathan has worked in Information Technology for 7 years, mainly in the financial sector, managing and providing "white glove support" to clients and employees in regard to their systems and software.
Nathan is a certified Salesforce Administrator and graduated from Northeastern University with a B.S. degree in Management and a minor in Information Technology.
Nathan was raised in New England and is an avid nature enthusiast. In his free time, he enjoys going on road trips on his Harley Davidson and hiking with his wife.
Job Titles:
- CFP®Director, Wealth Planner
Paige joined Crestwood in 2015 and serves as a Wealth Planner.
Paige assists clients with their wealth planning needs as a member of the Wealth Management team at Crestwood. Paige enjoys being part of a team that brings thoughtful financial planning as a navigation tool in the overall wealth management experience. Paige is a CERTIFIED FINANCIAL PLANNER™ professional, and has a Bachelor's degree in Finance from Virginia Tech, where she completed their board accredited financial planning program in preparation for the CFP®.
Paige is involved with local industry chapters for the Trusts & Estates Consortium, Boston Estate Planning Council, and the Financial Planning Association.
Originally from Virginia, she has spent the past 10 years adapting to Boston winters. She enjoys spending time on the cape in the summer and may someday learn to ski to take advantage of her proximity to the New England mountains.
Job Titles:
- CIC Managing Partner, Portfolio Manager
Rob joined Crestwood in 2005 and serves as a Portfolio Manager and Managing Partner.
Rob's primary responsibility is working closely with clients in the management of their investment assets. He is also engaged in working with the investment research team and, as a Managing Partner, helps guide the strategy for the firm. Rob finds fulfillment in working at a firm where everyone contributes to the growth and is humbled by the opportunity to earn the trust of the individuals & families that he works with.
Rob earned a BA from Kenyon College and an MBA from Case Western Reserve University and has earned the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations. He is a member of the CFA Institute, the Boston Security Analysts Society, the Boston Economics Club, and the BC CEO Club and is the Trustee of the Newton Country Day School.
Rob enjoys the outdoors and is an avid biker, riding in the Pan-Mass Challenge for the last 12 years. Rob lives in Boston, MA with his wife and four children.
Roy joined Crestwood in 2011 and is a Partner, the Chief Compliance Officer, and Chief Operating Officer.
Roy has over 20 years of experience in operations and compliance. His primary responsibilities include managing Crestwood's compliance, operational, and technology infrastructure. He enjoys exploring and implementing new solutions, especially in the area of technology, that enable Crestwood to increase efficiency or to provide clients with new tools or services.
Roy has a BA in Criminal Justice from John Jay College and an MBA in Finance from Pace University's Lubin School of Business. He has completed the Investment Advisor Association Compliance Program (IAACP) which is designed to help compliance professionals increase their knowledge of the Investment Advisers Act of 1940 and help ensure the ongoing success of their firms' compliance program.
Roy resides in Chelmsford and enjoys spending time and traveling with his wife and their two children. When not with his family he enjoys fly fishing, traveling and caring for his beehive.
Job Titles:
- Director of Operations
- Crestwood As an Operations Specialist
Ruchi is the Director of Operations and is responsible for managing the Operations team at Crestwood. She has a deep knowledge of our internal systems including our portfolio management system, CRM, and of our policies and procedures.
In 2016, Ruchi joined Crestwood as an Operations Specialist. Prior to joining our team, she was a Client Service Associate at a boutique wealth management firm in Providence, RI.
Ruchi graduated from Suffolk University with a BA in Finance and currently resides in North Attleboro, MA with her family.
Job Titles:
- CFP®Director, Portfolio Manager
At Crestwood, Ryan works with financially successful families and individuals to achieve their investment and wealth goals. Years of experience working in wealth and investment management along with the firm's independent and thoughtful approach allows Ryan to construct portfolios on behalf of his clients, helping them maintain and grow their wealth.
Ryan joined Crestwood in 2015 after spending several years constructing diversified portfolios for private clients at Barclays Wealth and Investment Management and prior to that, J.P. Morgan Private Bank.
Ryan holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designation and is a member of the CFA Institute and the Boston Security Analyst Society. He earned his BA in Economics from the College of the Holy Cross and is an avid supporter of the Francis Ouimet Scholarship Fund, which provides needs-based scholarships for young men and women.
Ryan resides in Beverly, MA with his wife and two sons.
Job Titles:
- CFP®Client Advisor
- Member of the Wealth Management Team at Crestwood
As a member of the Wealth Management Team at Crestwood, Tiffany ensures a highly interactive and collaborative approach with clients in multidisciplinary aspects to achieve holistic wealth solutions. She is passionate in helping clients align their wealth objectives with their values, while working in tandem with the Portfolio Management Team to implement their specific needs and financial goals. Tiffany is committed in delivering excellence to achieve seamless client experience and continues to strive to exemplify personal attention to build meaningful relationships with each of her clients.
Tiffany earned her B.A. Degree in Economics at Bates College, where she was a member of the Bates Modern Dance Company. She is also a graduate of Northfield Mount Hermon School, a preparatory school located in Gill, Massachusetts. Tiffany has successfully obtained the Series 7, 63, 65 designations and is a CERTIFIED FINANCIAL PLANNER™ professional.
Raised in Hong Kong with family currently residing in Singapore, Tiffany remains a bilingual speaker - her native tongue Cantonese and English. She enjoys the outdoors year-round and frequently hikes throughout the New England area with her Labrador, Oakley.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- CFP®Director, Wealth Manager
Tim joined Crestwood Advisors in 2023 and serves as a Wealth Manager for the firm.
Tim began his career in 2006 after a career as a mental health counselor and teacher, and still calls upon his passion for empathy and education in his partnerships with his clients. He leverages his 15+ years of experience to partner with local executives, entrepreneurs, business owners, and families to create customized financial roadmaps based on their core values and goals. Tim believes that a thoughtful, team-oriented process, that evolves in tandem with life's ever-changing turns is the key to a successful partnership.
Tim is a CERTIFIED FINANCIAL PLANNER™ practitioner with experience in retirement/cash flow planning, trusts and estates, tax planning, risk management and legacy conversations. Tim has a BA in Psychology from Saint Anselm College and Certificate in Financial Planning from Merrimack College.
Tim lives with his multi-generational family in Wilton, CT with his wife, Emma, and three children. When Tim is not in the office you can usually find him with Emma and the kids in the city at a play or at the Museum of Natural History.