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About
David P. Tuttle is a Partner and Portfolio Manager at Crestwood Advisors Group LLC, based in Darien, Connecticut. He plays a key role in providing integrated portfolio and wealth management solutions to clients, working collaboratively with families and their trusted advisors to address complex financial needs across generations.
David specializes in advising high-net-worth individuals and families, with a particular focus on equity and fixed income asset classes. He leverages extensive experience in investment management to develop tailored strategies, and has demonstrated expertise in wealth transition planning for multi-generational clients. His leadership extends to philanthropic and educational initiatives through trustee roles with The Goodnow Fund and Family Centers, where he chairs investment committees for mission-driven organizations.
Prior to joining Crestwood Advisors in 2019, David was a founding partner and Portfolio Manager at MacGuire, Cheswick & Tuttle Investment Counsel LLC (2009–2019). He holds a CFA designation, a JD from Duke University School of Law, and a BA in Economics (cum laude) from Princeton University, reflecting a strong foundation in finance, law, and economics. His contributions to the investment industry include building client-focused advisory firms and advancing best practices in portfolio management and philanthropic investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crestwood Advisors | Partner and Portfolio Manager | Apr 2019 to Present | — |
| The Goodnow Fund | Trustee | Jul 2024 to Present | — |
| MacGuire, Cheswick & Tuttle Investment Counsel LLC | Managing Director | Feb 2009 to Apr 2019 | Managing Director, Portfolio Manager and Co-Owner of this high-net-worth wealth management firm. Responsibilities included portfolio and wealth management, investment research and analysis, managing c... |
| Cheswick Wright Wealth Management LLC | Managing Director | Dec 1999 to Feb 2009 | Managing Director, Portfolio Manager and Co-Owner of this high-net-worth wealth management firm. Affiliate of Wright Investors’ Service and successor to Cheswick Investment. Responsibilities include... |
| Whitman Breed Abbott & Morgan LLC | Partner | Sep 1985 to Dec 1999 | General corporate, finance, securities and real estate law practice. |
Education
Chartered Financial Analyst
Chartered Financial Analyst
2002 — 2004
Duke University School of Law
JD, Law
1982 — 1985
Princeton University
B.A., Economics
1978 — 1982
Skills & Expertise
Others at Crestwood Advisors Group LLC (11)
| Name | Role | Location |
|---|---|---|
A Aaron Beltrami | Partner | Boston, MA , United States |
| Partner | Boston, MA , 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 |
| Equity Research Associate | 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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