What departments does Crestwood Advisors have?

Crestwood Advisors has employees across 6 departments including Finance, Operations, Engineering, Accounting, Administrative.

What is the largest department at Crestwood Advisors?

The largest department at Crestwood Advisors is Operations with 4 employees.

Where are Crestwood Advisors employees located globally?

Crestwood Advisors has employees across 2 continents and 2 countries including Tunisia, United States Of America.

How has Crestwood Advisors's team size changed over time?

Crestwood Advisors's team has decreased from approximately 66 to 61 employees based on available data.

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.

Crestwood Advisors Global Highlights

North America
94

United States Of America
94

Africa
1

Tunisia
1

Crestwood Advisors's Leadership

M. E.
Ceo & Managing Partner
Mobile Phone
Email
J. I.
Chief Investment Officer
Mobile Phone
Email
R. T.
Chief Operating Officer/Chief Compliance Officer
Mobile Phone
Email
L. S.
President & Managing Partner
Mobile Phone
Email
J. M.
Co-Founder & Managing Partner
Mobile Phone
Email
R. I.
Managing Partner
Mobile Phone
Email
L. H.
Partner
Mobile Phone
Email
A. B.
Partner
Mobile Phone
Email

Crestwood Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Entrepreneurship
Other
Legal
Administrative

Contact profiles from Crestwood Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Co-Founder & Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Nov 18, 2025
M. E.
Ceo & Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Oct 10, 2024
R. I.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Jun 12, 2024
L. H.
Partner
Mobile Phone
Email
United StatesMassachusetts
Jul 31, 2024
A. B.
Partner
Mobile Phone
Email
United StatesMassachusetts
May 28, 2026
A. N.
Partner
Mobile Phone
Email
United StatesMassachusetts
Apr 08, 2026
J. M. C.
Managing Partner
Mobile Phone
Email
United StatesRhode Island
May 29, 2026
J. I.
Chief Investment Officer
Mobile Phone
Email
United StatesMassachusetts
Oct 09, 2024
L. S.
President & Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Aug 01, 2024
T. P.
Partner, Wealth Manager
Mobile Phone
Email
United StatesConnecticut
Feb 24, 2026

Frequently Asked Questions

What is Crestwood Advisors known for?

Crestwood Advisors was founded in 2003 operates in the Investment Management industry. The company's main headquarters is located in Boston, Massachusetts 02109 United States; you can contact the 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?

Crestwood Advisors employees' email format typically follows the pattern of . 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?

Crestwood Advisors has approximately 66 employees as of May 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Crestwood Advisors's key employees and leadership?

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

Ceo & Managing Partner: M. E.
Chief Investment Officer: J. I.
Chief Operating Officer/Chief Compliance Officer: R. T.
President & Managing Partner: L. S.
Co-Founder & Managing Partner: J. M.

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Crestwood Advisors Employee Directory

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