Jimmy Doogan

Portfolio Manager-Equities at Crestwood Advisors LLC

Finance

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Profile

Mr. Jimmy Doogan, CFA, is a Portfolio Manager at Crestwood Advisors LLC.
Mr. Doogan was previously employed as an Associate Portfolio Manager by Wealth Enhancement Advisory Services LLC and an Investment Analyst by Loring Wolcott & Coolidge Trust LLC.
He received his BA in Accounting from St. Anselm College.

Jimmy Doogan active positions

Companies	Position	Start
Crestwood Advisors LLC Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses.	Portfolio Manager-Equities	01/04/2023

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Former positions of Jimmy Doogan

Companies	Position	End
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Portfolio Manager-Equities	01/04/2023
Loring Wolcott & Coolidge Trust LLC Loring Wolcott & Coolidge Trust LLC Investment ManagersFinance Loring Wolcott & Coolidge Trust LLC provides wealth management services. The private company is based in Boston, MA.	Corporate Officer/Principal	01/11/2020

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Training of Jimmy Doogan

St. Anselm College

Undergraduate Degree

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Linked companies

Private companies	3
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Finance
Loring Wolcott & Coolidge Trust LLC Loring Wolcott & Coolidge Trust LLC Investment ManagersFinance Loring Wolcott & Coolidge Trust LLC provides wealth management services. The private company is based in Boston, MA.	Finance
Crestwood Advisors LLC Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses.	Finance

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Jimmy Doogan