Alex joined Crestwood in 2015 and serves as a Client Advisor.
Alex works closely with clients to identify how Crestwood can be helpful in guiding them to meet their short and long-term financial goals through the construction of thoughtful and cohesive financial plans. He is passionate about getting to know his clients’ individual needs so that he can provide superior service for all aspects of their engagement with the firm.
Alex currently holds the Series 65 license, and studied International Relations at Connecticut College, graduating in 2010. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.
Originally from the North Shore, he now lives in South Boston – a short walk from our Downtown Boston office. In his downtime, you might find Alex on a soccer field, or more recently somewhat reluctantly training for a marathon.