Alex joined Crestwood in 2025 as a Portfolio Manager. He works closely with individuals and families to help them achieve their investment and wealth management goals.

With over a decade of experience managing multi-asset class portfolios, Alex brings deep expertise in aligning investment strategies with long-term financial objectives. Prior to joining Crestwood, he was with Fiduciary Trust International in New York, where he advised high-net-worth clients on comprehensive investment solutions.

Alex holds the Chartered Financial Analyst (CFA) designation and earned his BA in Economics from Bates College.

After spending seven years in New York, Alex has returned to the Boston area. Outside of work, he enjoys cooking, traveling, and playing hockey.