Robert G. Ix, CFA, CIC Joins Crestwood Advisors LLC

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Robert G. Ix, CFA, CIC has joined Crestwood Advisors LLC, a Boston-based registered investment advisor, as Principal. Crestwood Advisors LLC, with $110 million in assets under management, provides individuals, families, foundations and endowments with customized investment and wealth management expertise.

Crestwood Advisors LLC, an SEC registered investment advisor, is pleased to announce that Robert G. Ix, CFA, CIC has joined the firm as Principal. Prior to joining Crestwood Advisors, Mr. Ix was a Vice President-Portfolio Manager with Loomis Sayles & Company, LLP where he oversaw the investment counseling group’s Boston office and co-managed the Loomis Sayles Tax Managed Equity Fund. Rob also chaired Loomis Sayles’ pension committee, and, within the investment counseling group, he was a member of the management team, asset allocation team and investment team. Prior to Loomis, Rob was a Portfolio Manager with The Bank of New York.

“We are very pleased to have Rob join our firm. He brings tremendous experience and depth to our organization,” said John W. Morris, Principal. “His broad skill set and enthusiasm make him an exceptional addition to Crestwood.”

Michael A. Eckton, CFA, Principal added, “Rob’s appointment is an important step in the evolution of Crestwood Advisors and is consistent with our commitment to create a world class investment and wealth management organization.”

Crestwood Advisors LLC, based in Boston, Massachusetts, is an SEC registered investment and wealth management firm serving high-net-worth individuals, families, foundations and endowments. For additional information, please contact John W. Morris, Principal at 617.973.5074 or visit our web site at

CONTACT: John W. Morris                 


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