Meg L. Sweet
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Perfil
Prior to joining Crestwood Advisors, Ms. Sweet was a Marketing Associate at Emerson Investment Management, Inc., in Boston.
Ms. Sweet holds a BS from Simmons College and is pursuing a Certified Financial Planner designation.
Antiguos cargos conocidos de Meg L. Sweet.
Empresas | Cargo | Fin |
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Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Ventas & Marketing | - |
Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Corporate Officer/Principal | 01/12/2010 |
Formación de Meg L. Sweet.
Simmons University | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Finance |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Finance |
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