Crestwood Advisors

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 13 years of experience in the financial advisory industry. He has been with Crestwood Advisors since 2015, currently serving as an advisor at Crestwood Advisors Group, LLC. 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 bottom-up fundamental security selection and operates a digital investment program called Pathfinder, which offers ETF-based automated portfolios with periodic advisor engagement.

Logan Ribeiro is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Crestwood Advisors. He previously worked at Ameriprise and has experience in both corporate and educational settings. 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 offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with advisor engagement.

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.

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® professional 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, and JPMorgan Chase. Outside of finance, he has worked in operations at Allied Universal and has experience in the food service industry with Cherry Tree Frozen Yogurt. 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 delivers automated ETF-based portfolios with periodic advisor engagement.

Alexander Matuschak is a financial advisor at Crestwood Advisors in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at AMG Distributors, GW&K Investment Company, Cambridge Associates, and State Street. 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 operates a digital investment program called Pathfinder that offers automated ETF portfolios with periodic advisor engagement.