Don Clarke
Portfolio Manager-Equities at Crestwood Advisors Group LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Karin Coulter | F | - |
Crestwood Advisors Group LLC
 Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.
James Caird, Inc.
 James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | 9 years |
| John R. Ingram | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 9 years |
| Michael Arthur Eckton | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 21 years |
| Rob Ix | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 7 years |
| Mike Costello | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 1 years |
| Peter Corsi | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 1 years |
| John Webber | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 1 years |
| Leigh Breitman Hurd | F | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 11 years |
| Jason Hendricks | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Peggy Corcillo | F | - |
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | 9 years |
| George E. Dlugos | M | - |
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | 9 years |
| Robert Adams | M | - |
Skidmore College
| 4 years |
| Michael B. Neiberg | M | - |
Skidmore College
| 4 years |
| Georgette Blau | F | - |
Skidmore College
| 4 years |
| Jill Bycholski Potter | F | - |
Skidmore College
| 4 years |
| Oliver Davis | M | - |
Skidmore College
| 4 years |
| Kirsten Helvey | F | 52 |
Skidmore College
| 5 years |
| Amelia C. Wolfe | F | - |
Skidmore College
| 4 years |
| Bill Callanan | M | - |
Skidmore College
| 4 years |
| Christopher Young | M | - |
Skidmore College
| 4 years |
| Travis Sandberg | M | - |
Skidmore College
| 4 years |
| Tyson Nargassans | M | - |
Skidmore College
| 4 years |
| Jeffrey S. Berg | M | - |
Skidmore College
| 4 years |
| John N. Drahzal | M | - |
Skidmore College
| 4 years |
| Doug Metchick | M | - |
Skidmore College
| 4 years |
| Jonathan M. DeGooyer | M | - |
Skidmore College
| 4 years |
| David Paul Padulo | M | - |
Skidmore College
| 4 years |
| Mark Josephson | M | - |
Skidmore College
| 4 years |
| Christian O. Nagler | M | - |
Skidmore College
| 4 years |
| Nick M. MacShane | M | - |
Skidmore College
| 4 years |
| Ronald J. Epstein | M | - |
Skidmore College
| 4 years |
| Jeffrey Thomas Cerutti | M | 56 |
Skidmore College
| 4 years |
| Alexander Sammarco | M | - |
Skidmore College
| 3 years |
| Scott R. Kefer | M | - |
Skidmore College
| 4 years |
| John McCarthy | M | - |
Skidmore College
| 4 years |
| Ellis Davenport Hummel | M | 56 |
Skidmore College
| 4 years |
| Joshua Slater | M | - |
Skidmore College
| 4 years |
| Russell Lynde | M | - |
Skidmore College
| 4 years |
| Kerstin E. Ramstrom | F | - |
Skidmore College
| 4 years |
| William Shepro | M | 55 |
Skidmore College
| 4 years |
| Andrew John Schmeidler | M | - |
Skidmore College
| 4 years |
| J. Quadracci | M | 55 |
Skidmore College
| 4 years |
| Brian Bereck | M | - |
Skidmore College
| 4 years |
| Larry Fraser | M | - |
Skidmore College
| 4 years |
| Whitney S. Quillen | M | - |
Skidmore College
| 5 years |
| Greg Smith | M | 53 |
Skidmore College
| 4 years |
| Dave Balter | M | - |
Skidmore College
| 4 years |
| Steven Mead | M | - |
Skidmore College
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 48 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Don Clarke
- Personal Network
