Peter Corsi
Portfolio Manager-Equities at Crestwood Advisors Group LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Don Clarke | M | - |
James Caird, Inc.
 James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.
Crestwood Advisors Group LLC
 Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 15 years |
| Mike Costello | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | 27 years |
| Karin Coulter | F | - |
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 9 years |
| John R. Ingram | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 9 years |
| Michael Arthur Eckton | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 21 years |
| John Webber | M | - |
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 15 years |
| Rob Ix | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 7 years |
| Arnold Levine | M | 84 |
Princeton University
| 40 years |
| Thomas Shenk | M | 77 |
Princeton University
| 40 years |
| James R. Broach | M | 76 |
Princeton University
| 40 years |
| Leigh Breitman Hurd | F | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 11 years |
| Jason Hendricks | M | - |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Laurence E. Ginzel | M | - |
Princeton University
| 6 years |
| Fahad Khaled Al-Mukhaizeem | M | - |
Boston University
| 2 years |
| Kenneth William Thomae | M | - |
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | - |
| Peggy Corcillo | F | - |
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | 9 years |
| Yannis A. Koskosidis | M | - |
Princeton University
| 4 years |
| Vassilios Niko Nicopoulos | M | - |
Princeton University
| 5 years |
| John Warner | M | - |
Princeton University
| 3 years |
| Talley Leger | M | - |
Boston University
| 6 years |
| George Gianarikas | M | - |
Boston University
| 4 years |
| Stephen Krikelis | M | - |
Boston University
| 5 years |
| Chris Lagan | M | - |
Boston University
| 3 years |
| George E. Dlugos | M | - |
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | 9 years |
| Triet Tran | M | - |
Princeton University
| 5 years |
| Peter Rathjens | M | 65 |
Princeton University
| 4 years |
| John Khodarahmi | M | - |
Boston University
| 13 years |
| Donna K. Hazard | F | - |
Princeton University
| 4 years |
| Salah Sharaf | M | - |
Boston University
| 4 years |
| Andrew Trees | M | - |
Princeton University
| 4 years |
| Michael Fung | M | - |
Boston University
| 2 years |
| Jon Wallenstrom | M | - |
Princeton University
| 4 years |
| Marina Franklin | F | - |
Boston University
| 4 years |
| Aatish Shah | M | - |
Boston University
| 4 years |
| Shephali Sardinha | F | - |
Boston University
| 4 years |
| Scott C. Goebel | M | 56 |
Princeton University
| 4 years |
| Shirley S. Wang | F | 49 |
Boston University
| 4 years |
| Alexandra Askandar | F | 52 |
Boston University
| 2 years |
| Rami A. Habli | M | - |
Boston University
| 2 years |
| Brian C. Carlson | M | - |
Princeton University
| 4 years |
| Shai Greenwald | M | - |
Boston University
| 2 years |
| J. Peyton Worley | M | - |
Boston University
| 3 years |
| Sye Wai Chan | M | - |
Boston University
| 4 years |
| Wei Ji | M | 43 |
Boston University
| 4 years |
| Jonathan Gelb | M | - |
Boston University
| 4 years |
| Preston Wilson | M | - |
Boston University
| 3 years |
| John Coonrod | M | - |
Princeton University
| 6 years |
| Jian Zhou Zhang | M | 54 |
Boston University
| 3 years |
| Melissa Gulmezgil | F | 45 |
Boston University
| 4 years |
| Fanni Susilo | F | 45 |
Boston University
| 4 years |
| Lin Nan Xue | M | 51 |
Boston University
| 2 years |
| Mitch Johnson | M | - |
Boston University
| 4 years |
| Julie Xiang | F | - |
Boston University
| 2 years |
| Hagit Hamdani Meiroviz | F | 53 |
Boston University
| 3 years |
| Joshua H. Rawson | M | - |
Princeton University
| 4 years |
| John Simon | M | - |
Princeton University
| 4 years |
| Tracy Nixon | M | - |
Princeton University
| 4 years |
| Kevin Dowdell | M | - |
Princeton University
| 4 years |
| J. David Selvia | M | 48 |
Boston University
| 4 years |
| Casey Fremont | F | - |
Boston University
| 4 years |
| Chris Ludlow | M | - |
Boston University
| 4 years |
| Eric Berg | M | - |
Boston University
| 3 years |
| Rupesh Parikh | M | - |
Boston University
| 4 years |
| Aaron Bryson | M | - |
Boston University
| 4 years |
| Nelsimar Vandelli | M | - |
Boston University
| 3 years |
| Heidi H. Vanni | F | 46 |
Boston University
| 4 years |
| Bruce Graham | M | - |
Princeton University
| 4 years |
| Matthew B. Whalen | M | - |
Princeton University
| 4 years |
| Carlos K. H. Ho | M | - |
Boston University
| 4 years |
| Sheryl Anne Freeman | F | - |
Boston University
| 4 years |
| Steve Maxon | M | - |
Boston University
| 4 years |
| Pieter W. Stalenhoef | M | - |
Boston University
| 1 years |
| Kevin Hom | M | - |
Boston University
| 2 years |
| Olga Tatar | F | - |
Boston University
| 4 years |
| Nahva Liebermann | F | - |
Boston University
| 4 years |
| Brandon Fradd | M | - |
Princeton University
| 4 years |
| Rob Glanville | M | 57 |
Princeton University
| 4 years |
| John D. Clark | M | 59 |
Princeton University
| 4 years |
| Kerry S. Burke | F | - |
Boston University
| 3 years |
| Sirivadhanabhakdi Panote | M | 46 |
Boston University
| 4 years |
| Iki Wibowo Widjojo | M | 45 |
Boston University
| 4 years |
| Nabeel Anjum Malik | M | - |
Princeton University
| 4 years |
| Hanafi Atmadiredja | M | 47 |
Boston University
| 4 years |
| Linda Lius | F | 41 |
Boston University
| 4 years |
| Denis Sheahan | M | 58 |
Boston University
| 1 years |
| Debby Katharina Setiawan | F | 52 |
Boston University
| 1 years |
| Anurag Agarwal | M | - |
Boston University
| 2 years |
| Eric Stein | M | 44 |
Boston University
| 4 years |
| Keith Sazer | M | - |
Boston University
| 4 years |
| Damian Bailey | M | - |
Boston University
| 2 years |
| Stephanie Paddock | F | - |
Boston University
| 4 years |
| Richard A. Frankel | M | 60 |
Princeton University
| 4 years |
| Ace Savla | M | - |
Boston University
| 2 years |
| Andreas P. Andromalos | M | - |
Boston University
| 3 years |
| Sakae Wada | M | 48 |
Boston University
| 1 years |
| William Ullman | M | 60 |
Princeton University
| 4 years |
| Douglas Lee | M | - |
Boston University
| 2 years |
| Paul Gulberg | M | - |
Boston University
| 4 years |
| Eric Berlin | M | - |
Princeton University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Peter Corsi
- Personal Network
