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Crestwood Advisors Employee Directory

Investment ManagementMassachusetts, United States51-200 Employees

Crestwood Advisors is a Boston, Massachusetts-based mid-sized investment management and wealth-planning firm. It partners with individuals, families, foundations, and endowments to navigate their financial journeys with clarity and confidence. Adopting a planning-first approach, the firm designs investment strategies and a tailored, risk-aware wealth roadmap aligned to clients’ goals and values, supported by a dedicated research team.

Crestwood emphasizes a collaborative, client-centric culture, focusing on listening, planning, and decisive action to pursue outcomes that meet each client’s needs. The firm has earned external recognition, including a 2025 Forbes/SHOOK Top RIA list designation for a fourth consecutive year.

Find Crestwood Advisors employees' phone numbers or email addresses

Crestwood Advisors Global Highlights

Location
Employees

North America
91

Minus sign iconPlus sign icon
  • United States Of America
    91

Crestwood Advisors's Leadership

  • Managing Director, Wealth Strategist at Crestwood Advisors
    K. S.
    Managing Director, Wealth Strategist
    Mobile Phone
  • Director at Crestwood Advisors
    K. H.
    Director
    Mobile Phone
  • Director, Relationship Manager at Crestwood Advisors
    M. H.
    Director, Relationship Manager
    Mobile Phone
  • Portfolio Manager at Crestwood Advisors
    C. J. H.
    Portfolio Manager
    Mobile Phone
  • Client Advisor at Crestwood Advisors
    H. U.
    Client Advisor
    Mobile Phone
  • Client Advisor at Crestwood Advisors
    K. H.
    Client Advisor
    Mobile Phone
  • Wealth Planner at Crestwood Advisors
    W. S.
    Wealth Planner
    Mobile Phone

Crestwood Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Entrepreneurship
  • Other
  • Legal

Contact profiles from Crestwood Advisors

Name
Title
Contact
Location
Last Update
  • Managing Director, Wealth Strategist at Crestwood Advisors
    K. S.
    Managing Director, Wealth Strategist
    Mobile Phone
    May 19, 2025
  • Director at Crestwood Advisors
    K. H.
    Director
    Mobile Phone
    Jun 08, 2026
  • Director, Relationship Manager at Crestwood Advisors
    M. H.
    Director, Relationship Manager
    Mobile Phone
    Apr 26, 2025
  • Portfolio Manager at Crestwood Advisors
    C. J. H.
    Portfolio Manager
    Mobile Phone
    Jul 10, 2024
  • Client Advisor at Crestwood Advisors
    H. U.
    Client Advisor
    Mobile Phone
    Oct 22, 2024
  • Client Advisor at Crestwood Advisors
    K. H.
    Client Advisor
    Mobile Phone
    Oct 17, 2024
  • Wealth Planner at Crestwood Advisors
    W. S.
    Wealth Planner
    Mobile Phone
    Sep 30, 2025

Frequently Asked Questions

What is Crestwood Advisors known for?

Minus sign iconPlus sign iconCrestwood Advisors was founded in 2003 and operates in the Investment Management industry. You can contact Crestwood Advisors's main corporate office by phone at
+1-617-523-****
. Explore Crestwood Advisors's company overview page for more information.

What is Crestwood Advisors's most common email format?

Minus sign iconPlus sign iconCrestwood Advisors employees' email format typically follows the pattern of FLast@crestwoodadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Crestwood Advisors email formats with LeadIQ.

How many employees does Crestwood Advisors have currently?

Minus sign iconPlus sign iconCrestwood Advisors has approximately 69 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Crestwood Advisors's key employees and leadership?

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As of August 2026, Crestwood Advisors's key employees include:

  • Managing Director, Wealth Strategist: K. S.
  • Director: K. H.
  • Director, Relationship Manager: M. H.
  • Portfolio Manager: C. J. H.
  • Client Advisor: H. U.

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