Alex joined Crestwood in 2026 and serves as a Client Advisor.

As a member of the Wealth Management team at Crestwood, Alex partners with clients to address their financial planning needs, utilizing a collaborative and holistic approach to wealth solutions. Alex believes that putting clients first is the foundation of long-term success. With a focus on trust, transparency, and personalized guidance, he works closely with clients to help them make informed financial decisions.

Alex holds an undergraduate degree in Economics from Providence College as well as a master’s degree in Finance from Boston College. Alex began his career in 2015 and has over 10 years of experience in financial planning and investment management. He also holds the Series 7, 63, and 65 FINRA licenses from his prior employer and is currently pursuing the Certified Financial Planner designation.

Outside of work, Alex lives in Stoneham, MA, with his wife Shannon, his son Tyler, and their cat Tito. In between the diaper changes and wagon rides Alex likes to spend time outdoors hiking, going to the beach, golfing, or paddle boarding in Maine. Alex has a goal of one day climbing all forty-eight 4,000-foot mountains in New Hampshire.