Alexandra Blake is a financial advisor at Crestwood Advisors with 12 years of industry experience. She holds a Series 65 credential and has worked at Next Capital Management, LLC, Van Cleef & Arpels, and BBR Partners. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder, which offers automated ETF portfolios with periodic advisor engagement.

John Ingram is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Crestwood Advisors since 2015. He has been with Crestwood Advisors Group, LLC for 10 years. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Logan Ribeiro is a CFP® with three years of industry experience and is currently with Crestwood Advisors. He previously worked at Ameriprise and Bryant University. Crestwood Advisors serves individuals, families, foundations, endowments, and other institutions with investment and wealth management services. The firm employs a team approach and focuses on global diversification, tax efficiency, and ongoing portfolio monitoring.

Hillary Urbancic is a financial advisor at Crestwood Advisors with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Advisors. Crestwood Advisors serves a diverse client base including individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

David Tuttle is a CFA® charterholder with 25 years of industry experience. He has been with Crestwood Advisors since 2019 and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for ten years. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with bottom-up fundamental security selection and offers a digital investment program called Pathfinder, which utilizes automated ETF-based portfolios with periodic advisor engagement.

Roberto Palladino is a CFA® charterholder with Series 63 and Series 65 licenses and has two years of industry experience. He has worked at Crestwood Advisors since 2023, following roles at Jordan Park Group and Bank of America NA. Crestwood Advisors serves individual, family, foundation, endowment, pension, profit-sharing, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection, offering both discretionary and non-discretionary management alongside a digital investment platform called Pathfinder.

Elizabeth Laws is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 65 designation and beginning her career in 2024. Prior to joining Crestwood, she worked at Financial Planning Solutions LLC and Cambridge Savings Bank. Outside of finance, she has experience in the retail and food service industries. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that offers automated ETF portfolios with periodic advisor engagement.

Robert Ix is a CFA® charterholder with 21 years of industry experience. He has been with Crestwood Advisors and its predecessor entities since 2005, currently serving as an advisor at Crestwood Advisors Group, LLC in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm employs a global asset allocation approach combined with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Ryan Kenny is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and worked at Crestwood Advisors LLC from 2015 to 2016. Kenny holds Series 63 and Series 65 licenses and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that provides automated ETF-based portfolios with periodic advisor engagement.

Aidan Reed is a financial advisor at Crestwood Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridgelight Financial Advisors and Hackmann Wealth Partners. Reed’s background also includes four years at the University of Virginia. Crestwood Advisors serves individuals, families, and various institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors while pursuing global diversification and tax efficiency.

Alexander Dobecki is a financial advisor at Crestwood Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at TD Bank and FP Solutions RI LLC. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers ETF-based automated portfolios with advisor engagement.

James Doogan is a CFA® charterholder with three years of industry experience. He currently works at Crestwood Advisors and has prior experience at Wealth Enhancement Advisory Services, Wealth Enhancement Group, North American Management, and Loring Wolcott and Coolidge. Crestwood Advisors serves a diverse client base including individuals, families, foundations, endowments, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that uses automated ETF portfolios alongside periodic advisor engagement.

Paige Earls is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crestwood Advisors since 2015. She holds the Series 66 designation and is based in Boston, MA. Crestwood Advisors provides comprehensive investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

Brandon Lozier is a financial advisor at Crestwood Advisors with a Series 65 designation and three years of industry experience. He has worked at Crestwood Advisors Group LLC since 2016 and previously spent a year at State Street. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that uses automated ETF-based portfolios alongside periodic advisor engagement.

Peter Mako is a CFP® with seven years of industry experience, currently serving as a financial advisor at Crestwood Advisors. His prior experience includes roles at Morgan Stanley, Fidelity Brokerage Services, HSBC Securities, JPMorgan Chase, and Allied Universal. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, and institutions. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing financial strength, management quality, valuation, and select ESG factors.

Alexander Matuschak is a financial advisor with Crestwood Advisors in Boston, MA, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at AMG Distributors, Inc., GW&K Investment Company, Cambridge Associates, and State Street. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Alyson Nickse is a CFP® professional with 19 years of industry experience, currently serving at Crestwood Advisors since 2012 in various capacities. She holds the Series 63 designation and is based in Boston, MA. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm employs a global asset allocation approach combined with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.

Hilary Champagne is a CFP® professional at Crestwood Advisors with one year of industry experience. Prior to joining Crestwood Advisors Group, LLC, she worked at TFC Financial Management Inc and CIBC Private Wealth. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing financial strength, management quality, valuation, and select ESG factors, while pursuing global diversification and tax efficiency.

Alex Sternberg is a CFA® charterholder currently with Crestwood Advisors in Boston, MA. He has six years of prior experience at Fiduciary Trust International and four years at Nepc. Sternberg has been with Crestwood Advisors since 2025. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that offers automated ETF portfolios with periodic advisor engagement.

William Spencer is a CFP® professional with nine years of experience at Crestwood Advisors in Boston, MA. He has worked at Crestwood Advisors Group, LLC since 2017 and was previously with Crestwood Advisors LLC in 2016. Crestwood serves individuals, families, and various institutional clients with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with fundamental security selection, emphasizing financial strength, management quality, valuation, and ESG factors.

Gregory Mcsweeney is a CFA® charterholder with nine years of industry experience. He has worked at Crestwood Advisors since 2020 and previously spent five years at Bainco International Investors LLC. He holds a Series 63 license and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers ETF-based automated portfolios with advisor engagement.

Donald Clarke is a financial advisor at Crestwood Advisors with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Crestwood Advisors Group, LLC in 2023, he worked at Endurance Wealth Management, Inc. from 2009. Crestwood Advisors serves a diverse client base including individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Luke Neumann is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Crestwood Advisors since 2017. Prior to joining Crestwood, he worked at North Berkeley Investment Partners, LLC from 2014 to 2017. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm employs a global asset allocation strategy combined with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.

Alexander Lapointe is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 66 designation with 18 years of industry experience. He has been with Adviser Investments LLC since 2013. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Paul Gaudio is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Crestwood Advisors and previously worked at Triad Advisors and Ouellette Wealth Advisory. His background also includes four years at the College of The Holy Cross. Crestwood Advisors serves individuals, families, foundations, endowments, and institutional clients with comprehensive investment and wealth management services. The firm employs a team-based approach, blending top-down asset allocation with fundamental security selection, and emphasizes global diversification and tax efficiency.

Leah Sciabarrasi is a CFP® professional with 17 years of industry experience. She has been with Crestwood Advisors since 2003, initially at Crestwood Advisors LLC and continuing at Crestwood Advisors Group, LLC since 2017. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

John Morris is a financial advisor at Crestwood Advisors with 18 years of industry experience. He has been with Crestwood Advisors and its predecessor entities since 2003. Morris holds Series 63 and Series 65 licenses and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm’s investment approach combines global asset allocation with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

Jason Hendricks is a CFP® professional with six years of industry experience. He has been with Crestwood Advisors since 2022 and previously worked at Bank of America from 2009 to 2022. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients, offering comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security analysis and operates a digital investment program called Pathfinder, which uses automated ETF portfolios alongside periodic advisor engagement.

Peter Malone is a CFA® charterholder with 11 years of industry experience. He has worked at Crestwood Advisors in various capacities since 2016 and is currently based in Boston, MA. Malone holds a Series 66 license. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm combines global asset allocation with bottom-up fundamental security selection and operates a digital investment program called Pathfinder that offers automated ETF-based portfolios with periodic advisor engagement.

Kayla Hammen is a financial advisor at Crestwood Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crestwood Advisors Group since 2018. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program that delivers automated ETF-based portfolios with periodic advisor engagement.

Aaron Beltrami is a CFP® professional with 25 years of experience in financial advising. He has been with Crestwood Advisors since 2008, currently serving as an advisor at Crestwood Advisors Group, LLC. Based in Boston, MA, Beltrami holds Series 63 and Series 66 licenses in addition to his CFP® designation. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder that features ETF-based automated portfolios with periodic advisor engagement.

Madison Mc Auliffe is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at several firms including First Republic Securities Company, BNY Mellon Wealth Management, and Procursys. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Leigh Hurd is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and previously worked at Crestwood Advisors LLC from 2013 to 2016. Crestwood Advisors provides investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with a fundamental security selection process and offers a digital investment program called Pathfinder, which delivers ETF-based automated portfolios with periodic advisor engagement.

Michael Eckton is a CFA® charterholder with 24 years of industry experience. He has been with Crestwood Advisors since 2003, working first with Crestwood Advisors, LLC and then with Crestwood Advisors Group, LLC since 2017. The firm serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. Crestwood combines global asset allocation with bottom-up fundamental security selection and operates a digital investment program called Pathfinder, which offers ETF-based automated portfolios with periodic advisor engagement.

Timothy Paradis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Crestwood Advisors. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2006 to 2023. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.

Karin Coulter is a financial advisor at Crestwood Advisors with 10 years of industry experience. She holds a Series 65 designation and has been with Endurance Wealth Management, Inc. since 2015. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection, and also offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

J Costello is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Endurance Wealth Management, Inc. since 2009. He is based in Providence, RI, and is affiliated with Crestwood Advisors. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management services, including discretionary and non-discretionary advisory solutions. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder, which provides ETF-based automated portfolios with periodic advisor engagement.

Susan Brewer is a financial advisor at Crestwood Advisors with 28 years of industry experience. She holds a Series 65 designation and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for 10 years before joining Crestwood in 2019. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by offering investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Ryan Stanick is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crestwood Advisors since 2025 and previously spent five years at Equitable Advisors, LLC. His background includes roles at Boston College and its Athletic Department. Crestwood Advisors provides investment and wealth management services to individuals, families, foundations, endowments, and institutions. The firm employs a team approach and emphasizes a combination of top-down asset allocation and bottom-up fundamental security selection with consideration of ESG factors, pursuing global diversification and tax efficiency.

Madison Mcnamara is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Crestwood Advisors with three years of industry experience. Prior to joining Crestwood in 2024, Madison worked at The Vanguard Group from 2022 to 2024 and has held various roles including at Maillie LLP and the University of Delaware. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients, offering comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and operates a digital investment program called Pathfinder that provides ETF-based automated portfolios with periodic advisor engagement.