Alex is primarily responsible for service and financial planning related needs of clients in conjunction with the wealth management team. His past responsibilities included trading equity and fixed income securities across client accounts. Alex values that “decisions from all areas of the firm are made with client satisfaction being the top consideration”.
Prior to joining Crestwood Advisors, Alex was a Municipal Portfolio Management Associate at Eaton Vance Investment Managers in Boston.
Alex attended Connecticut College where he earned his BA in International Relations. He is a supporter of the Travis Roy Foundation, which funds research while providing adaptive equipment and support for individuals with spinal cord injuries. Alex resides in Boston and can be reached at firstname.lastname@example.org.