Alex joined Crestwood in 2022 and serves as a Wealth Advisor.
Alex has been helping high net worth families for over 12 years, and works with clients to develop customized asset allocations, wealth planning and investment recommendations based on the unique objectives and goals of each family member. Prior to joining Crestwood, Alex was a Director at Next Capital Management and a Vice President at BBR Partners, both boutique multi-family offices in New York City, 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. She resides in Darien, CT with her husband and two children.