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About
Christopher Mead serves as an Equity Research Associate at Crestwood Advisors in Boston, MA, having joined the firm in 2023. In this role, he is an integral part of Crestwood’s research team, applying his expertise in equity markets to monitor, analyze, and research individual companies, and takes a disciplined, long-term approach to investment analysis.
Mead specifically focuses on equity research, leveraging his strong background in finance to support the firm’s investment strategies. While his publicly stated focus is on the broader equity markets, his responsibilities include in-depth company analysis and ongoing sector monitoring, in line with Crestwood Advisors’ approach to equities.
Prior to Crestwood, Christopher developed operations and trade expertise as Senior Trade Operations Analyst and Trade Operations Analyst at Brown Brothers Harriman. He holds both a Bachelor’s and Master’s degree in Finance from the University of New Hampshire and is currently a Level II CFA candidate, highlighting his commitment to professional development and deepening expertise in investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crestwood Advisors | Equity Research Associate | Jul 2023 to Present | — |
| Brown Brothers Harriman | Senior Trade Operations Analyst | Feb 2023 to Jul 2023 | -Entrusted with verifying trades by other members of the team
-Training new team members on responsibilities and daily tasks
-Ensuring the team meets market driven deadlines daily |
| Brown Brothers Harriman | Trade Operations Analyst | Apr 2022 to Feb 2023 | -Enter Client trades through collateral management software, GTPS, including Aladdin and Swift instructions
-Coordinate with client’s brokers to release trades and resolve issues with specific trades
... |
| The Home Depot | Customer Service Associate | Mar 2021 to Apr 2022 | - Subject matter expert in a variety of home improvement areas driving increased average weekly sales
- Provided exceptional customer service for over 100 customers daily in a high-volume business env... |
Education
University of New Hampshire
Master's degree, Finance
2022 — 2023
University of New Hampshire
Bachelor of Science - BS, Finance
2017 — 2021
Others at Crestwood Advisors Group LLC (11)
| Name | Role | Location |
|---|---|---|
A Aaron Beltrami | Partner | Boston, MA , United States |
 | Partner | Boston, MA , United States |
 | Partner and Portfolio Manager | Darien, CT , United States |
 | Managing Partner | Providence, RI , United States |
 | Chief Investment Officer | Dedham, MA , United States |
 | Securities Trader | Boston, MA , United States |
R Ryan Kenny | Portfolio Manager | Boston, MA , United States |
 | Portfolio Manager | Darien, CT , United States |
J James Doogan | Portfolio Manager | United States |
 | Investment Research Analyst | Boston, MA , United States |
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