James Doogan

James M. Doogan, CFA, is a Portfolio Manager at Crestwood Advisors Group LLC, based in Boston, where he has served since April 2023. In this role, he designs and manages tailored investment portfolios for clients, aligning their asset allocations with individual objectives and risk tolerances. His responsibilities include direct client engagement, portfolio construction, and ongoing performance analysis, supported by Crestwood’s dedicated research resources.

Jimmy’s expertise centers around diversified investment strategies comprising individual equities, fixed income, ETFs, and mutual funds, serving both high-net-worth individuals and institutional clients. He is particularly noted for his skill in crafting risk-adjusted, customized portfolios and for providing detailed analysis on core equity and balanced mandates. His work has included public commentary on indexed investment vehicles such as ETFs and mutual funds, demonstrating his deep knowledge of both active and passive investment approaches.

Prior to joining Crestwood Advisors, Jimmy held portfolio management and analyst roles at Wealth Enhancement Group, North American Management Corporation, and Loring, Wolcott & Coolidge Trust. He holds a Bachelor’s degree in Accounting from Saint Anselm College and is a CFA charterholder. A member of CFA Society Boston, Jimmy’s career reflects a commitment to professionalism and fiduciary excellence in wealth management.