Csric® Cfp® Jason Hendricks Chfc®

Jason Hendricks, CFP®, ChFC®, CSRIC®, serves as a Portfolio Manager at Crestwood Advisors Group LLC, based in Darien, Connecticut. At Crestwood, he focuses on delivering customized investment strategies for high-net-worth individuals and families, integrating financial planning with portfolio management to help clients achieve their unique financial goals. His expertise includes sustainable, responsible, and impact investing (SRI/ESG), as well as traditional asset allocation across equities and fixed income, with particular attention to intermediate maturity bonds and market volatility dynamics.

Prior to joining Crestwood in 2022, Jason spent 14 years as a Senior Portfolio Manager at Bank of America Private Bank (formerly U.S. Trust), where he was recognized among the top portfolio managers in Fairfield County. His career also includes experience as a financial advisor in global wealth investment management. This background positions him as a trusted advisor for high-net-worth and ultra-high-net-worth clients, with a proven track record in both wealth management and client relationship development.

Jason holds a Bachelor’s degree in Psychology from Vassar College and has earned the Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered SRI Counselor® (CSRIC®) designations. He is noted for his commitment to aligning investment strategies with clients’ ethical preferences and long-term objectives, particularly in the fields of sustainable investing and fixed-income solutions.