Alex joined Crestwood in 2024 as Director, Client Development.
In his role, Alex supports trusted referral partners to introduce new clients to Crestwood. Alex is passionate about meeting new people, understanding their unique goals, and collaborating to deliver tailored solutions. He has the privilege of teaming with Crestwood’s diverse professionals and leveraging its vast resources to support clients. By taking a genuine interest in our clients, he helps to solve their most critical wealth management needs.
Alex brings nearly two decades of extensive financial industry experience to Crestwood. He earned a B.S. in business administration from Ithaca College.
He resides with his wife and three children in Burlington, MA where he enjoys coaching youth sports.