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