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» Back to Our Team page Robert G. Ix, CFA, CIC - Managing Partner 
Before joining Crestwood Advisors LLC, Rob was a Vice President and a senior Portfolio Manager in the Investment Counseling Group of Loomis Sayles & Company, LLP from 1999 to 2005. In addition to managing high net worth, foundation and institutional assets, Rob was co-manager of the Loomis Sayles Tax Managed Equity Fund and former co-manager of the Loomis Sayles Worldwide Fund. Rob also served as the Chair of the firm’s pension committee, and, within the counseling group, he was a member of the investment team, asset allocation team and the management committee.
Prior to Loomis, he served as a Portfolio Manager for The Bank of New York, an Associate Equity Analyst at Fidelity Management & Research, and was employed as a Municipal Bond Trader and Underwriter with Mabon Nugent and Glickenhaus & Company, respectively. Rob earned an MBA from Case Western Reserve University and a BA from Kenyon College. Rob is a member of the CFA Institute, Boston Society of Security Analysts and New York Society of Security Analysts. He is also a Trustee for the Trinity-Pawling School, President of the McCaddin-McQuirk Foundation and is involved with Kenyon College. Rob can be reached via email at rix@crestwoodadvisors.com |
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