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Boutique RIA firm experiencing continued team growth in Fairfield County

Boston, Mass. (August 30, 2022) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, today announced the growth of its Connecticut teams with the recent additions of Alexandra Blake and Jason Hendricks.

Alexandra Blake | Alex joins Crestwood as Director, Wealth Advisor. She brings more than 12 years of experience helping high-net-worth families develop customized asset allocations, wealth planning and strategic investment recommendations. She previously served as a Director at Next Capital Management and a Vice President at BBR Partners, where she provided investment and wealth management advice to multi-generational families. Alex has an undergraduate degree from Lehigh University and a master’s degree from Columbia University.

Jason Hendricks, CFP®, CSRIC™| Jay joins Crestwood as a Portfolio Manager. He brings over 16 years of financial experience as an advisor and portfolio manager in Connecticut. Before joining Crestwood, Jay spent 14 years as a Senior Portfolio Manager at Bank of America Private Bank, formerly U.S. Trust, where he consistently ranked among the top portfolio managers in Fairfield County for the last decade. He graduated from Vassar College with a degree in psychology and is currently pursuing his Chartered Financial Consultant® credential.

As a growing advisory firm committed to client success, our nearly 50 financial planning and investment professionals across New England strive to meet clients wherever they are in life, providing guidance, tools and financial solutions to help individuals and families succeed.

Since the start of 2021, the Crestwood team has expanded by nearly 20 percent, which has played a key role in supporting new client growth in the local market with best-in-class services guided by decades of experience, integrity and wisdom.

“We are thrilled to welcome Alex and Jay to our growing team,” said Crestwood CEO/Managing Partner Michael Eckton. “With their unique industry experiences and perspectives, we’re confident they’ll not only go above and beyond to address our clients’ financial goals but also add depth to the experiences and relationships of current clients while enabling us to comfortably absorb continued growth of new clients.”

 

About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $4.3 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.

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