The Diamond Podcast for Financial Advisors

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

May 7, 2026·37 min
Episode Description from the Publisher

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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