Crestwood Advisors

Alexandra Blake is a financial advisor at Crestwood Advisors with 13 years of industry experience. She holds a Series 65 designation and has previously worked at Next Capital Management, LLC, Van Cleef & Arpels, BBR Partners, and Circle Wealth Management, LLC. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm uses 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 across globally diversified portfolios.

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 nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo Clearing prior to joining Crestwood Advisors in 2021. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services, employing a team approach that combines top-down asset allocation with bottom-up security selection and emphasizes global diversification and tax efficiency.

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 and a financial advisor at Crestwood Advisors with four years of industry experience. He previously worked at Loring Wolcott and Coolidge for six years and has held roles at North American Management and Wealth Enhancement Group. 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 focuses on combining top-down asset allocation with bottom-up security selection, emphasizing financial strength, management quality, valuation, and select ESG factors.

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 Series 65-registered advisor with Crestwood Advisors in Boston, MA, where he has worked since 2016. He has four years of industry experience. Crestwood Advisors serves individuals, families, foundations, endowments, and institutional clients with comprehensive investment and wealth management services. The firm employs a team approach, combining top-down asset allocation with fundamental security selection, and pursues global diversification and tax efficiency across a variety of investment vehicles.

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.