Crestwood Advisors
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Crestwood Advisors is a Boston-based investment and wealth management firm. Our firm serves the unique needs of individuals, families, foundations and endowments. We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each enga... Read more
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John W. Morris
Co-founder & Managing Partner
John W. Morris
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Susan Cheswick Brewer
Managing Director, Portfolio Manager
Alexandra M. Blake
Director, Wealth Manager
Joseph P. Bruno
Client Service Associate
Lissette Villacis
Client Service Associate
Roy D. Treible
Partner, Coo/cco
Tim Paradis
CFP
Katherine M. Sheehan
Managing Director, Wealth Strategist
Lou Albanese
Managing Director, Portfolio Manager
Susan Brewer
Managing Director
