Boston, MA – Crestwood Advisors Group LLC is pleased to announce the merger with Catamount Wealth Management. As a result of this merger, Crestwood is expanding into Westport, CT and will now have three offices and 35 professionals managing approximately $3.0 billion in assets on behalf of high net worth individuals and families.
Catamount Wealth Management (Catamount) was founded by Louis Albanese in 2003 and, together with Laurie Stefanowicz, manage about $300 million for high net worth individuals and families. The entire Catamount team will continue to operate from their existing offices in Westport, CT.
“We have enjoyed getting to know the people of Crestwood for well over a year and believe combining efforts with the talented professionals in Boston will enhance our strengths, deepen our bench and provide the best outcomes for clients” said Louis Albanese. “Having greater scale is increasingly important for clients. Partnering with Crestwood increases our resources and broadens our expertise to provide outstanding services to our clients.” added Laurie Stefanowicz.
Michael Eckton, Crestwood’s CEO & Managing Partner said “We are thrilled to welcome the Catamount team. Collectively they have such deep and broad experience working with nearly identical clients and we are eager to collaborate with them for the greater benefit of all our clients.” Eckton added, “Our new colleagues in Westport share our commitment to deliver highly personal, robust wealth management solutions and adding this talented team to the Crestwood family deepens our already significant client presence in Fairfield County.”
For more information, please contact: Michael A. Eckton, CFA, CEO & Managing Partner meckton@crestwoodadvisors.com or 617-523-8880.
Crestwood Advisors Group LLC is an independent, fee-only, wealth management firm with approximately $3.0 billion in assets under management. Founded in 2003, Crestwood Advisors Group provides investment management with financial planning strategies to help high net worth individuals and families identity and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visitwww.crestwoodadvisors.com.
Our phone (203.226.0603) and fax (203.226.0200) are the same. However, our emails will change to (our old emails will be forwarded):
Laurie E. Stefanowicz - Partner - Wealth Manager lstefanowicz@crestwoodadvisors.com
Louis F. Albanese- Managing Director-Portfolio Manager
lalbanese@crestwoodadvisors.com
Matthew S. Monroe - Associate Portfolio Managermmonroe@crestwoodadvisors.com
Traci A. Provost, CDFA™- Client Advisor
tprovost@crestwoodadvisors.com
Judy A. Burke - Client Services Associate
jburke@crestwoodadvisors.com