A President’s Perspective: Inside an $8B Boutique Firm’s Evolution episode artwork

EPISODE · May 7, 2026 · 37 MIN

A President’s Perspective: Inside an $8B Boutique Firm’s Evolution

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Leah Sciabarrasi of Crestwood Advisors shares how an $8B firm was built over time—through evolving leadership, disciplined growth, and a focus on scaling without disrupting the client experience.

Episode metadata supplied by the publisher feed · Published May 7, 2026

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A President’s Perspective: Inside an $8B Boutique Firm’s Evolution

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