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David Tuttle

David Tuttle

Partner and Portfolio Manager at Crestwood Advisors Group LLC

Darien, CT , United States

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

OrganizationRoleDate RangeDetails
Crestwood AdvisorsPartner and Portfolio ManagerApr 2019 to Present
The Goodnow FundTrusteeJul 2024 to Present
MacGuire, Cheswick & Tuttle Investment Counsel LLCManaging DirectorFeb 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 LLCManaging DirectorDec 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 LLCPartnerSep 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

Wealth Management
Investments
Financial Planning
Mutual Funds
Strategic Financial Planning
Securities
Business Strategy
Corporate Finance
Alternative Investments
Private Equity
Management
Asset Management
Portfolio Management
Hedge Funds
Strategic Planning
Venture Capital

Others at Crestwood Advisors Group LLC (11)

NameRoleLocation
A
Aaron Beltrami
PartnerBoston, MA , United States
Alyson Nickse
Alyson Nickse
PartnerBoston, MA , United States
J Michael Costello
J Michael Costello
Managing PartnerProvidence, RI , United States
John Ingram
John Ingram
Chief Investment OfficerDedham, MA , United States
Kevin Behrendt
Kevin Behrendt
Securities TraderBoston, MA , United States
R
Ryan Kenny
Portfolio ManagerBoston, MA , United States
Christopher Mead
Christopher Mead
Equity Research AssociateBoston, MA , United States
Csric® Cfp® Jason Hendricks Chfc®
Csric® Cfp® Jason Hendricks Chfc®
Portfolio ManagerDarien, CT , United States
J
James Doogan
Portfolio ManagerUnited States
Joe Alger
Joe Alger
Investment Research AnalystBoston, MA , United States
Showing 1-10 of 11 team members

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