Judy Burke

Judy Burke is a Client Service Associate at Crestwood Advisors. She joined the company in 2019 and plays a crucial role in maintaining daily operations and providing client service.2

Responsibilities

In her position, Judy is responsible for:

• Managing client relationships
• Handling day-to-day client service requests
• Overseeing operational tasks
• Assisting with trading activities
• Supporting general portfolio management3

Background

While specific details about Judy's educational background are not provided, her role at Crestwood Advisors indicates she has experience in financial services and client relations. She is part of a diverse team of professionals at Crestwood who work collectively to address individual client goals.1

Company Context

Crestwood Advisors is a financial services firm that offers investment management and wealth planning services. The company emphasizes proactive communication and personal engagement with clients.1 Judy's role as a Client Service Associate aligns with this client-focused approach, as she serves as a key point of contact for client needs and requests.

Judy Burke's LinkedIn profile can be found under the username judy-burke-453914137, which corresponds to her current position at Crestwood Advisors.3