Crestwood Advisors Email Formats
Investment Management • 
One Liberty Square, Suite 500, United States • 51-100 Employees
Crestwood Advisors Email Formats
Crestwood Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@crestwoodadvisors.com), used 65.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@crestwoodadvisors.com | 65.6% |
{first name}{last name} | johndoe@crestwoodadvisors.com | 34.4% |
Key Contacts at Crestwood Advisors
Greg Mcsweeney
Portfolio Manager, Director
Michael Eckton
Ceo & Managing Partner
Katherine M. Sheehan
Managing Director, Wealth Strategist
Peter Malone
Director, Portfolio Manager
Alex Lapointe
Director, Client Development
Alexandra Blake
Director, Wealth Manager
Susan Brewer
Managing Director
Ruchi Patel
Director, Portfolio Accounting & Reporting
Sarah Kanwal
Managing Director Of Equities
Donald Clarke
Portfolio Manager / Director
Company overview
| Headquarters | One Liberty Square, Suite 500, Boston, MA 02109, US |
| Phone number | +16175238880 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Investment Management |
| Founded | 2003 |
| Employees | 51-100 |
| Socials |
About Crestwood Advisors
Crestwood Advisors | Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are. We partner with individuals, families, foundations, and endowments to help them navigate their unique financial journeys with clarity and confidence. Our process starts with a comprehensive planning approach. We develop innovative investment strategies and a personalized wealth roadmap that aligns with your goals, values, and aspirations. Backed by a dedicated research team, we provide thoughtful, risk-aware solutions tailored to each client’s circumstances. Crestwood combines deep expertise with a collaborative, client-first culture. We listen, we plan, and we act — always striving to deliver results that exceed expectations. Whether you’re seeking to grow your wealth, preserve it for future generations, or create meaningful impact, we can help you bring clarity to your wealth and confidence in your future. What sets Crestwood apart? 🔹 Planning first approach 🔹 Exceptional service 🔹 Tailored portfolios, sophisticated solutions 🔹 A clear wealth roadmap
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Crestwood Advisors has 28 employees across 8 departments.
Departments
Number of employees
Funding Data
Crestwood Advisors has never raised funding before.
Crestwood Advisors Tech Stack
Discover the technologies and tools that power Crestwood Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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