About Crestwood Advisors
Crestwood Advisors is a Financial Services company based in United States founded in 2003. It provides personalized wealth management, investment advice, and financial planning services. It operates on a B2C and B2B model. Crestwood Advisors offers products and services including Investment Advisory, Wealth Planning, and Client Services. Its focus areas include Wealth Management, Investment Advisory, Personal Finance and Financial Planning. Its competitors include Madison Capital Group, Quarterback Investments, International Securities, Osso Capital and Boubyan Capital; 2 of its 5 listed competitors have raised funding.
Company details
Crestwood Advisors is a boutique firm specializing in investment advisory and wealth management, focusing on personalized, empathetic client services and staying ahead of market trends. They offer financial planning, investment strategies, and perspectives on economic updates. Based primarily in Boston with additional offices in Boulder, Colorado; Darien and Westport, Connecticut; and Providence, Rhode Island, they serve individuals and families through collaborative teams and community-oriented approaches.
- Headquarters United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website crestwoodadvisors.com
- Social LinkedIn
Products & Services of Crestwood Advisors
Crestwood Advisors offers a comprehensive portfolio of products and services, including Investment Advisory, Wealth Planning, and Client Services.
Offers guidance on investments and market updates for clients.
Provides personalized financial planning and strategy services.
Delivers empathetic support for personal financial needs.
People of Crestwood Advisors
32 people are tracked at Crestwood Advisors (14 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Alex Lapointe | Director, Client Development | Leadership |
Roy D. Treible | Partner, Coo/cco | Leadership |
Donald Clarke | Portfolio Manager / Director | Leadership |
Katherine M. Sheehan | Managing Director, Wealth Strategist | Leadership |
John W. Morris | Co-founder & Managing Partner | Leadership |
Ruchi S. Patel | Director, Operations | Leadership |
Aaron Beltrami | Partner | Leadership |
Leigh Hurd | Partner | Leadership |
Susan Brewer | Managing Director | Leadership |
Leah Sciabarrasi | President & Managing Partner | Leadership |
Benjamin Ramsey | Director, Wealth Planner | Leadership |
J. Michael Costello | Managing Partner | Leadership |
Alexandra M. Blake | Director, Wealth Manager | Leadership |
Susan Cheswick Brewer | Managing Director, Portfolio Manager | Leadership |
Paul Gaudio | Client Advisor | Team |
Jo - Ann Diiorio | Client Service Specialist | Team |
Jason D. Hendricks | CFP | Team |
Tim Paradis | CFP | Team |
Luke B. Neumann | CFP | Team |
Grace M. Cunnie | Operations Specialist | Team |
12 more people are available in the full profile.
Complete people profiles for Crestwood Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Competitors of Crestwood Advisors
Crestwood Advisors has 5 listed competitors in our database, 2 of them funded. They include Madison Capital Group, Quarterback Investments, International Securities, Osso Capital and Boubyan Capital, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| madisoncapgroup.com | 2009 | Charlotte, United States | $90.43M | – | Private investment and advisory services are provided to clients. | |
| qbinvestments.com | 2015 | Seoul, South Korea | $15.37M | – | Delivers an AI-based robo-advisory platform for automated consumer investments. | |
| intlsecurities.ae | 2001 | Abu Dhabi, United Arab Emirates | – | – | Provides investment management with a focus on portfolio construction and risk assessment. | |
| ossocapital.com | 2020 | New York, United States | – | – | Data-driven real estate investing in apartments with transaction execution and oversight. | |
| boubyancapital.com | 2007 | Kuwait | – | – | Offers robo-advisory services for automated investment management. |
Detailed competitors of Crestwood Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Crestwood Advisors
The website of Crestwood Advisors (crestwoodadvisors.com) receives about 8.4K visits a month.
- Monthly visits8.4K
▲ 108.2% vs previous month
Top companies in Investment Banks
10 companies that operate in the same segment as Crestwood Advisors (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Crestwood Advisors
Complete news archive for Crestwood Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Crestwood Advisors
Crestwood Advisors was founded in 2003.
Crestwood Advisors is headquartered in United States.
Crestwood Advisors is a boutique firm specializing in investment advisory and wealth management, focusing on personalized, empathetic client services and staying ahead of market trends. They offer financial planning, investment strategies, and perspectives on economic updates. Based primarily in Boston with additional offices in Boulder, Colorado; Darien and Westport, Connecticut; and Providence, Rhode Island, they serve individuals and families through collaborative teams and community-oriented approaches.
Crestwood Advisors's top competitors include Madison Capital Group, Quarterback Investments and International Securities.
Crestwood Advisors offers Investment Advisory, Wealth Planning, and Client Services.