Crestwood Advisors
Alex LaPointe is a seasoned financial professional with extensive experience in client development and wealth management. Currently serving as Director of Client Development at Crestwood Advisors since December 2024, Alex previously held the position of Regional Vice President and Wealth Advisor at RWA Wealth Partners from November 2013 to November 2024, focusing on assisting clients in making informed financial decisions. Prior roles include Regional Vice President and Regional Sales Director at Columbia Threadneedle Investments from December 2007 to April 2013, and Financial Advisor at Ameriprise Financial Services, Inc. from September 2006 to November 2007. Alex earned a Bachelor of Science degree in International Business from Ithaca College between 2002 and 2006.
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Crestwood Advisors
Crestwood Advisors is a Boston-based investment and wealth management firm. Our firm serves the unique needs of individuals, families, foundations and endowments. We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each engagement. Global, separate account investment management is the foundation to our investment discipline. We utilize individual equities, individual bonds, ETFs, mutual funds (where appropriate) and other vehicles when constructing investment portfolios. Our investment management is supported by a dedicated and experienced research team. Our focus is on delivering thoughtful, risk-adjusted returns that are in line with the tolerances and unique circumstances that each of our clients brings to us. We report investment performance to each of our clients net of investment fees. We complement our investment management with a culture of communication and responsiveness. Crestwood Advisors was founded in 2003.