Profil
Ms. Alexandra M.
Blake is a Director of Wealth Manager at Crestwood Advisors LLC.
She joined Crestwood in 2022 and serves as a Wealth Manager.
She 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, she 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.
She has an undergraduate degree from Lehigh University and a master’s degree from Columbia University.
Postes actifs de Alex Blake
| Sociétés | Poste | Début |
|---|---|---|
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Gestionnaire de Portefeuille-Actions | 01/07/2022 |
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Sociétés liées
| Entreprise privées | 1 |
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Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Finance |
