Judy Burke is a seasoned professional in client service and relations, currently serving as a Client Service Associate at Crestwood Advisors since July 2019. Previously, Judy held the position of Director of Client Relations at Catamount Wealth Management from January 2016 to July 2019, where responsibilities included managing client relationships and daily service requests for high net worth individuals, small businesses, and institutions. Prior to that, Judy worked as a Client Service Associate at Westport Resources Investment Services from December 2012 to January 2016. Judy holds a Bachelor’s Degree in Finance from Marymount College.
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