Crestwood Advisors, a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, recently announced that Jason Hendricks, CFP®, ChFC®, CSRIC® and Greg F. McSweeney, CFA® have been named partners of the firm.
Both have played an integral role in supporting Crestwood’s clients while contributing to the firm’s continued evolution. Their leadership, collaborative approach and commitment to delivering thoughtful, client-centered advice reflect the values that guide Crestwood’s culture and long-term vision.
“These promotions reflect our commitment to recognizing talent and growing from within,” said Leah R. Sciabarrasi, CFP®, president and managing partner of the firm. “Jason and Greg exemplify what partnership at Crestwood represents – trusted leadership, deep expertise and an unwavering focus on doing what’s right for our clients. Their impact extends beyond their day-to-day work, helping strengthen our firm and contribute meaningfully to our long-term success.”
Hendricks joined Crestwood in 2022 and serves as a portfolio manager and partner. He previously spent 14 years as a senior portfolio manager at Bank of America Private Bank and holds a degree in psychology from Vassar College.
McSweeney joined Crestwood in 2020 and serves as a portfolio manager and partner. He brings more than 15 years of investment experience across equities and fixed income and holds degrees from Dartmouth College and New York University’s Stern School of Business.
The partnership announcements come during a period of sustained organic growth for Crestwood. In 2025, the firm welcomed 11 new team members, expanding its capacity to support clients across key markets while continuing to invest in long-term career pathways within the organization.
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $7.02 billion in assets under management as of Dec. 31, 2024. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives.
