Portfolio Manager/Investment Advisor

Company: CRESTWOOD ADVISORS LLC
Location: Boston
Posted on: June 1, 2025

Job Description:

Crestwood Advisors Group LLC is a fast-growing $7+ billion wealth management firm
seeking to add a Portfolio Manager/Investment Advisor to join our energetic team.
Crestwood Advisors is an independent, fee-only RIA with offices in Boston, Massachusetts,
Fairfield County, Connecticut, & Providence, Rhode Island that provides High Net Worth
clients with comprehensive wealth & investment management solutions.This opportunity exists in the Boston location.Crestwood Advisors strives to help clients exceed their financial goals by navigating and
understanding the broader aspects of their financial lives. We value our clients and believe
they deserve the highest quality of client service and thoughtful financial advice.We are seeking a highly motivated and intellectually curious Portfolio
Manager/Investment Advisor with a passion for the investment markets and a minimum
of 5 years of experience in wealth advisory. This individual will be responsible for delivering
tailored portfolio management solutions to new and existing clients. The ideal candidate
should thrive working independently and in a collaborative team setting and possess the
ability to clearly communicate investment strategies and market insights within the
context of each client's unique financial objectives.Responsibilities:

• Collaborate with clients to define investment objectives, asset allocation
  parameters, and investment policy statements
• Develop customized investment strategies and manage diversified portfolios
  (equities, bonds, ETFs/MFs, illiquid alternatives)
• Lead regular client review meetings and engage in comprehensive wealth
  discussions to demonstrate how the firm's investment approach aligns with the
  clients' long-term goals
• Contribute to the security and manager selection process in collaboration with the
  Research team
• Proactively identify and pursue new business development through relationship
  building and strategic outreachRequirements:
  • 5+ years experience managing investment portfolios for high-net-worth clients and
    families
  • CFA and/or CFP designation preferred (or progress towards)
  • Strong analytical, communication and relationship building skills
  • Experience contributing to security selection process
  • Proficiency with portfolio management trading and/or financial planning software
    (i.e. Redblack, Black Diamond, Money Guide Pro, or other professional tools)We offer a competitive salary, comprehensive benefits package, and a dynamic,
    collaborative work environment. The firm will also consider support for further education
    and/or industry designations.At Crestwood Advisors, we uphold fairness and equal opportunity for all applicants. We
    remain committed to ongoing growth and development, ensuring a lasting culture of
    openness, opportunity, and empowerment for all employees.
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Keywords: CRESTWOOD ADVISORS LLC, Newton , Portfolio Manager/Investment Advisor, Executive , Boston, Massachusetts