(PRWEB) August 22, 2005
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 groupÂs Boston office and co-managed the Loomis Sayles Tax Managed Equity Fund. Rob also chaired Loomis SaylesÂ 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.
ÂWe are very pleased to have Rob join our firm. He brings tremendous experience and depth to our organization,Â said John W. Morris, Principal. ÂHis broad skill set and enthusiasm make him an exceptional addition to Crestwood.Â
Michael A. Eckton, CFA, Principal added, ÂRobÂs 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.Â
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 http://www.crestwoodadvisors.com.
CONTACT: John W. Morris
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