Crestwood Advisors LLC
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Crestwood Advisors LLC Employees
Employee
Years
Job
Industry
Michelle Durand Michelle Durand's Crestwood Advisors LLC Experience May 2012 - August 2012
Job Bryant Univeristy, Accounting Major
Industry Accounting
Experience
PwC June 2014 - August 2014
Abaris Financial Group, LLC 2013 - 2013
Crestwood Advisors LLC May 2012 - August 2012
Skills
Microsoft Excel, Athletics, Organization, Leadership, Teamwork, Microsoft Office, Microsoft Word, PowerPoint
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, Junior
PwC June 2014 - August 2014
Abaris Financial Group, LLC 2013 - 2013
Crestwood Advisors LLC May 2012 - August 2012
Skills
Microsoft Excel, Athletics, Organization, Leadership, Teamwork, Microsoft Office, Microsoft Word, PowerPoint
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, Junior
Lindsay Singer, CFP® Lindsay Singer, CFP®'s Crestwood Advisors LLC Experience June 2011 - Present
Job Relationship Management Associate at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC June 2011 - Present
Eaton Vance April 2010 - June 2011
Moms Best Friend Agency September 2009 - April 2010
Morgan Stanley September 2008 - May 2009
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
CERTIFIED FINANCIAL PLANNER™ 2013 — 2013
Amherst Regional High School 2000 — 2005
Crestwood Advisors LLC June 2011 - Present
Eaton Vance April 2010 - June 2011
Moms Best Friend Agency September 2009 - April 2010
Morgan Stanley September 2008 - May 2009
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
CERTIFIED FINANCIAL PLANNER™ 2013 — 2013
Amherst Regional High School 2000 — 2005
Katy Daly Katy Daly's Crestwood Advisors LLC Experience May 2013 - August 2013
Job Capital Strategy Group Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch July 2014 - Present
Crestwood Advisors LLC May 2013 - August 2013
United South End Settlements May 2012 - August 2012
Steward Health Care December 2010 - July 2012
Skills
Microsoft Office, Customer Service, Research, Social Media, Teamwork
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Spanish
Tuck School of Business at Dartmouth 2012 — 2012
Bridge Program
Trinity College-Hartford
Study Abroad in Barcelona, Spain, International Relations and Spanish
Bank of America Merrill Lynch July 2014 - Present
Crestwood Advisors LLC May 2013 - August 2013
United South End Settlements May 2012 - August 2012
Steward Health Care December 2010 - July 2012
Skills
Microsoft Office, Customer Service, Research, Social Media, Teamwork
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Spanish
Tuck School of Business at Dartmouth 2012 — 2012
Bridge Program
Trinity College-Hartford
Study Abroad in Barcelona, Spain, International Relations and Spanish
Leah Sciabarrasi, CFP®'s Crestwood Advisors LLC Experience March 2013 - Present
Job Partner & Managing Director at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC March 2013 - Present
Crittenton Women's Union April 2011 - Present
Achieve in Africa 2009 - January 2014
Crestwood Advisors LLC October 2008 - March 2013
Crestwood Advisors LLC May 2003 - October 2008
Bingham Legg Advisers October 2001 - May 2003
Skills
Wealth Management, Asset Allocation, Investment Advisory, Philanthropy, Nonprofits, Estate Planning, Fundraising, Strategic Planning, Investment Management, High Net Worth..., Project Management, Investment Strategies, Asset Management
Education
Brandeis University 1997 — 2001
CFP Board 2007 — 2007
Certified Financial Planner
Crestwood Advisors LLC March 2013 - Present
Crittenton Women's Union April 2011 - Present
Achieve in Africa 2009 - January 2014
Crestwood Advisors LLC October 2008 - March 2013
Crestwood Advisors LLC May 2003 - October 2008
Bingham Legg Advisers October 2001 - May 2003
Skills
Wealth Management, Asset Allocation, Investment Advisory, Philanthropy, Nonprofits, Estate Planning, Fundraising, Strategic Planning, Investment Management, High Net Worth..., Project Management, Investment Strategies, Asset Management
Education
Brandeis University 1997 — 2001
CFP Board 2007 — 2007
Certified Financial Planner
James Bacon James Bacon's Crestwood Advisors LLC Experience August 2009 - May 2014
Job CoFounder, Chief Investment Officer at Granite Harbor Asset Management, LLC
Industry Investment Management
Experience
Granite Harbor Asset Management, LLC May 2014 - Present
Crestwood Advisors LLC August 2009 - May 2014
Aspect Medical Systems June 2009 - July 2009
MFS Investment Management February 2005 - November 2008
Turner Investments, L.P. June 2004 - February 2005
Eaton Vance 1997 - 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Science (BS)
Granite Harbor Asset Management, LLC May 2014 - Present
Crestwood Advisors LLC August 2009 - May 2014
Aspect Medical Systems June 2009 - July 2009
MFS Investment Management February 2005 - November 2008
Turner Investments, L.P. June 2004 - February 2005
Eaton Vance 1997 - 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Science (BS)
Katarina Gajic's Crestwood Advisors LLC Experience May 2012 - August 2012
Job
Industry Real Estate
Experience
Matthews Multifamily July 2015 - Present
RioCan Real Estate Investment Trust November 2013 - July 2015
Crestwood Advisors LLC May 2012 - August 2012
Skills
Analysis, Leadership, PowerPoint, Financial Analysis, Microsoft Office, Market Research, Finance
Education
Boston College - Carroll School of Management 2012 — 2013
Master of Science (M.S.), Finance
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Matthews Multifamily July 2015 - Present
RioCan Real Estate Investment Trust November 2013 - July 2015
Crestwood Advisors LLC May 2012 - August 2012
Skills
Analysis, Leadership, PowerPoint, Financial Analysis, Microsoft Office, Market Research, Finance
Education
Boston College - Carroll School of Management 2012 — 2013
Master of Science (M.S.), Finance
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Matthew Morse, CFA, CPA Matthew Morse, CFA, CPA's Crestwood Advisors LLC Experience November 2008 - Present
Job Director of US Equities at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC November 2008 - Present
Capital Research & Management Co September 2001 - November 2008
Price Waterhouse Coopers January 1999 - September 2001
Skills
Asset Management, Asset Allocation, Investments, Wealth Management, Mutual Funds, Investment Strategies, Portfolio Management
Education
University of Southern California 1994 — 1998
Bachelor's degree
University of Southern California
Bachelor's degree
Crestwood Advisors LLC November 2008 - Present
Capital Research & Management Co September 2001 - November 2008
Price Waterhouse Coopers January 1999 - September 2001
Skills
Asset Management, Asset Allocation, Investments, Wealth Management, Mutual Funds, Investment Strategies, Portfolio Management
Education
University of Southern California 1994 — 1998
Bachelor's degree
University of Southern California
Bachelor's degree
Gianna Viele's Crestwood Advisors LLC Experience September 2013 - Present
Job Associate at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC September 2013 - Present
Education
Saint Bonaventure University 2006 — 2010
Bachelors of Business Administration
Crestwood Advisors LLC September 2013 - Present
Education
Saint Bonaventure University 2006 — 2010
Bachelors of Business Administration
Joel Sciabarrasi Joel Sciabarrasi's Crestwood Advisors LLC Experience June 2011 - August 2011
Job Relationship Manager Associate at Braver Wealth Management, LLC
Industry Financial Services
Experience
Braver Wealth Management, LLC March 2015 - Present
Footballnation.com June 2014 - February 2015
CoStar Group January 2013 - June 2014
Crestwood Advisors LLC June 2011 - August 2011
Skills
Research, PowerPoint, Customer Service, Account Management, Microsoft Excel, Microsoft Word, Marketing Strategy, Microsoft Office, Public Speaking, Social Media, Time Management, Outlook, Philanthropy, Sales, Market Research, Real Estate, Advertising, Sports, Data Analysis
Education
University of Maryland College Park 2009 — 2012
Bachelor of Arts (B.A.), Criminology
Braver Wealth Management, LLC March 2015 - Present
Footballnation.com June 2014 - February 2015
CoStar Group January 2013 - June 2014
Crestwood Advisors LLC June 2011 - August 2011
Skills
Research, PowerPoint, Customer Service, Account Management, Microsoft Excel, Microsoft Word, Marketing Strategy, Microsoft Office, Public Speaking, Social Media, Time Management, Outlook, Philanthropy, Sales, Market Research, Real Estate, Advertising, Sports, Data Analysis
Education
University of Maryland College Park 2009 — 2012
Bachelor of Arts (B.A.), Criminology
Brendan Callahan's Crestwood Advisors LLC Experience May 2008 - May 2009
Job Cluster Business Manager at Green Dot Public Schools | Broad Resident, 20152017 | CoFounder of Achieve in Africa
Industry Education Management
Experience
Green Dot Public Schools June 2015 - Present
The Broad Center for the Management of School Systems June 2015 - Present
Achieve in Africa, Inc. September 2008 - Present
Lockheed Martin (Santa Barbara Focalplane) June 2013 - May 2015
Lockheed Martin (Based at U.S. Mint HQ) September 2011 - June 2013
Lockheed Martin July 2009 - September 2011
Crestwood Advisors LLC May 2008 - May 2009
Boston University Donor Advised Fund January 2008 - May 2008
Skills
Project Management, Process Improvement, Cross-functional Team..., Program Management, Quality Assurance, Strategic Planning, Project Planning, Marketing Strategy, Fundraising, Management, Non-profits, Leadership
Education
The Broad Center for the Management of School Systems 2015 — 2017
Master of Education in Educational Leadership
Georgetown University - The McDonough School of Business 2010 — 2013
Master of Business Administration (MBA)
Boston University - School of Management 2005 — 2009
Bachelor of Science in Business Administration (BSBA), Operations & Technology Management, Marketing, Swahili
Green Dot Public Schools June 2015 - Present
The Broad Center for the Management of School Systems June 2015 - Present
Achieve in Africa, Inc. September 2008 - Present
Lockheed Martin (Santa Barbara Focalplane) June 2013 - May 2015
Lockheed Martin (Based at U.S. Mint HQ) September 2011 - June 2013
Lockheed Martin July 2009 - September 2011
Crestwood Advisors LLC May 2008 - May 2009
Boston University Donor Advised Fund January 2008 - May 2008
Skills
Project Management, Process Improvement, Cross-functional Team..., Program Management, Quality Assurance, Strategic Planning, Project Planning, Marketing Strategy, Fundraising, Management, Non-profits, Leadership
Education
The Broad Center for the Management of School Systems 2015 — 2017
Master of Education in Educational Leadership
Georgetown University - The McDonough School of Business 2010 — 2013
Master of Business Administration (MBA)
Boston University - School of Management 2005 — 2009
Bachelor of Science in Business Administration (BSBA), Operations & Technology Management, Marketing, Swahili
Ariel Anderson, CTFA's Crestwood Advisors LLC Experience September 2014 - Present
Job Relationship Management Associate at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC September 2014 - Present
Glenmede June 2011 - August 2014
UBS January 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Finance and Spanish
Universidad Pontificia Comillas 2009 — 2010
International Business
Boston University
Boston University
Cannon Financial Institute
Certified Trust and Financial Advisor (CTFA)
Crestwood Advisors LLC September 2014 - Present
Glenmede June 2011 - August 2014
UBS January 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Finance and Spanish
Universidad Pontificia Comillas 2009 — 2010
International Business
Boston University
Boston University
Cannon Financial Institute
Certified Trust and Financial Advisor (CTFA)
Alyson Nickse Alyson Nickse's Crestwood Advisors LLC Experience September 2012 - Present
Job Director at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC September 2012 - Present
Skills
Wealth Management
Education
Colby College 1997 — 2001
BA, Biology & Computer Science
Newtown High 1994 — 1997
Crestwood Advisors LLC September 2012 - Present
Skills
Wealth Management
Education
Colby College 1997 — 2001
BA, Biology & Computer Science
Newtown High 1994 — 1997
Ashley Herra's Crestwood Advisors LLC Experience November 2012 - July 2013
Job Transportation Coordinator at the Commonwealth of Massachusetts
Industry Government Administration
Experience
HST Office at the Executive Office of Health and Human Services December 2013 - Present
Crestwood Advisors LLC November 2012 - July 2013
Tocci, Goss & Lee PC August 2011 - November 2012
Department of Industrial Accidents May 2010 - September 2010
Massachusetts State House- State Rep. Mark Falzone January 2010 - May 2010
Education
Emmanuel College 2006 — 2010
Bachelor of Arts (BA), Political Science Minor Economics
HST Office at the Executive Office of Health and Human Services December 2013 - Present
Crestwood Advisors LLC November 2012 - July 2013
Tocci, Goss & Lee PC August 2011 - November 2012
Department of Industrial Accidents May 2010 - September 2010
Massachusetts State House- State Rep. Mark Falzone January 2010 - May 2010
Education
Emmanuel College 2006 — 2010
Bachelor of Arts (BA), Political Science Minor Economics
Michael Eckton Michael Eckton's Crestwood Advisors LLC Experience 2003 - Present
Job CoFounder & Managing Partner Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC 2003 - Present
Bingham Legg Advisers January 1999 - January 2003
Bingham McCutchen January 1995 - January 1999
PaineWebber January 1992 - January 1995
Donaldson, Lufkin & Jenrette January 1989 - January 1992
Bear Stearns January 1985 - January 1989
Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Equities, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Delaware 1981 — 1985
BS Business Administration, Financial Management; international business and economics
Crestwood Advisors LLC 2003 - Present
Bingham Legg Advisers January 1999 - January 2003
Bingham McCutchen January 1995 - January 1999
PaineWebber January 1992 - January 1995
Donaldson, Lufkin & Jenrette January 1989 - January 1992
Bear Stearns January 1985 - January 1989
Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Equities, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Delaware 1981 — 1985
BS Business Administration, Financial Management; international business and economics
Alex Martland's Crestwood Advisors LLC Experience July 2015 - Present
Job Securities Trader at Crestwood Advisors LLC
Industry International Affairs
Experience
Crestwood Advisors LLC July 2015 - Present
Eaton Vance November 2013 - June 2015
Eaton Vance April 2012 - October 2013
Eaton Vance August 2010 - March 2012
Skills
Microsoft Excel, Microsoft Office, Finance, Mutual Funds, Bloomberg, Fixed Income
Education
Connecticut College 2006 — 2010
BA, International Relations
Marblehead High School 2002 — 2006
Crestwood Advisors LLC July 2015 - Present
Eaton Vance November 2013 - June 2015
Eaton Vance April 2012 - October 2013
Eaton Vance August 2010 - March 2012
Skills
Microsoft Excel, Microsoft Office, Finance, Mutual Funds, Bloomberg, Fixed Income
Education
Connecticut College 2006 — 2010
BA, International Relations
Marblehead High School 2002 — 2006
Robert Ix's Crestwood Advisors LLC Experience August 2005 - Present
Job Managing Partner Crestwood Advisors LLC
Industry Financial Services
Experience
Crestwood Advisors LLC August 2005 - Present
Loomis Sayles & Co., LP 1999 - 2005
BNY Mellon 1993 - 1999
Education
Kenyon College 1983 — 1987
Bachelor of Arts (B.A.), History
Crestwood Advisors LLC August 2005 - Present
Loomis Sayles & Co., LP 1999 - 2005
BNY Mellon 1993 - 1999
Education
Kenyon College 1983 — 1987
Bachelor of Arts (B.A.), History
Roy Treible's Crestwood Advisors LLC Experience 2011 - Present
Job
Industry Financial Services
Experience
Crestwood Advisors LLC 2011 - Present
North American Management August 2004 - February 2011
North American Management August 2004 - January 2008
Advent Software October 2000 - July 2004
Bridgewater Advisors February 1997 - October 2000
Education
Pace University - Lubin School of Business
MBA
City University of New York-John Jay College of Criminal Justice
BA
Crestwood Advisors LLC 2011 - Present
North American Management August 2004 - February 2011
North American Management August 2004 - January 2008
Advent Software October 2000 - July 2004
Bridgewater Advisors February 1997 - October 2000
Education
Pace University - Lubin School of Business
MBA
City University of New York-John Jay College of Criminal Justice
BA
Nicholas Gaskell, CFA's Crestwood Advisors LLC Experience July 2013 - Present
Job Associate Research
Industry Investment Management
Experience
Crestwood Advisors LLC July 2013 - Present
John Hancock October 2011 - July 2013
The Kraematon Group, Inc. April 2009 - October 2011
John Hancock November 2007 - March 2009
Skills
Asset Allocation, Equity Research Analysis, Fixed Income Analysis, Macroeconomics, Financial Analysis, Investment Advisory, Investments, Portfolio Management, Due Diligence
Education
St. John's High School
Suffolk University - Sawyer School of Management
BSBA, Finance, Communications
Crestwood Advisors LLC July 2013 - Present
John Hancock October 2011 - July 2013
The Kraematon Group, Inc. April 2009 - October 2011
John Hancock November 2007 - March 2009
Skills
Asset Allocation, Equity Research Analysis, Fixed Income Analysis, Macroeconomics, Financial Analysis, Investment Advisory, Investments, Portfolio Management, Due Diligence
Education
St. John's High School
Suffolk University - Sawyer School of Management
BSBA, Finance, Communications
Daniella Boni's Crestwood Advisors LLC Experience September 2007 - October 2012
Job Marketing Director at Callan Capital
Industry Financial Services
Experience
Callan Capital July 2014 - Present
PTI Marketing Technologies October 2013 - June 2014
Fidelity Investments October 2012 - October 2013
Crestwood Advisors LLC September 2007 - October 2012
State Street Bank and Trust 2006 - 2007
Product Ventures August 2005 - May 2006
Morgan Stanley Wealth Management May 2005 - August 2005
Skills
Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, CRM, Direct Marketing, Client Relations Skills, Blogging, Marketing Communications, Social Media, Corporate Branding, Event Planning, Digital Marketing, Project Management, Corporate Events, Content Writing, Video, Mutual Funds, Sales, Investment..., Public Relations
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Marketing
Fairfield University 2002 — 2006
Bachelor of Science (BS), Marketing
Callan Capital July 2014 - Present
PTI Marketing Technologies October 2013 - June 2014
Fidelity Investments October 2012 - October 2013
Crestwood Advisors LLC September 2007 - October 2012
State Street Bank and Trust 2006 - 2007
Product Ventures August 2005 - May 2006
Morgan Stanley Wealth Management May 2005 - August 2005
Skills
Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, CRM, Direct Marketing, Client Relations Skills, Blogging, Marketing Communications, Social Media, Corporate Branding, Event Planning, Digital Marketing, Project Management, Corporate Events, Content Writing, Video, Mutual Funds, Sales, Investment..., Public Relations
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Marketing
Fairfield University 2002 — 2006
Bachelor of Science (BS), Marketing
Aaron Beltrami, CFP®'s Crestwood Advisors LLC Experience August 2008 - Present
Job Partner at Crestwood Advisors
Industry Investment Management
Experience
Crestwood Advisors LLC August 2008 - Present
Fidelity Investments April 2004 - August 2008
Fidelity Investments August 2000 - April 2004
Fidelity Investments April 1995 - August 2000
Skills
Tax, Philanthropy, Investments, Business Development, Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, Retirement, Strategic Financial...
Education
Assumption College 1992 — 1994
Bachelor of Science, Business Management
Vermont Technical College 1990 — 1991
Associates Degree, Business Management and Technology
Crestwood Advisors LLC August 2008 - Present
Fidelity Investments April 2004 - August 2008
Fidelity Investments August 2000 - April 2004
Fidelity Investments April 1995 - August 2000
Skills
Tax, Philanthropy, Investments, Business Development, Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, Retirement, Strategic Financial...
Education
Assumption College 1992 — 1994
Bachelor of Science, Business Management
Vermont Technical College 1990 — 1991
Associates Degree, Business Management and Technology
Ryan G Kenny, CFA's Crestwood Advisors LLC Experience June 2015 - Present
Job Portfolio Manager at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - December 2014
JP Morgan May 2010 - May 2012
State Street Global Advisors June 2008 - November 2008
Education
College of the Holy Cross 2004 — 2008
BA, Economics
Crestwood Advisors LLC June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - December 2014
JP Morgan May 2010 - May 2012
State Street Global Advisors June 2008 - November 2008
Education
College of the Holy Cross 2004 — 2008
BA, Economics