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Alex Crevi

Alex Crevi

Partner and Portfolio Manager at Aviance Capital Partners, LLC

Naples, FL , United States

About

Alex Crevi is a Partner and Portfolio Manager at Aviance Capital Partners, LLC, based in Naples, Florida. There, he manages portfolios for high-net-worth individuals and institutional clients, focusing on comprehensive investment strategies and asset allocation. His responsibilities include financial planning, portfolio construction, and direct management of client relationships across a range of investment advisory services.

Crevi's investment expertise spans equity and fixed income markets, with a particular emphasis on serving clients through tailored investment solutions. Prior to joining Aviance in 2024, he was a Portfolio Manager at Segall Bryant & Hamill, overseeing multi-asset class portfolios within their $24 billion platform, and served as Portfolio Manager at Corient, further honing his skills in portfolio management, client service, and the implementation of sophisticated investment strategies.

He holds a degree from the Questrom School of Business at Boston University and is also an alumnus of the Francis W. Parker School. Crevi maintains industry qualifications such as the Series 66 registration and has contributed to the investment field through his work at respected firms, including Rothschild Investment Corp. He is recognized for his commitment to delivering objective, client-centered advice and for his ability to navigate complex asset allocation across equity, fixed income, and alternative investments.

Career History

OrganizationRoleDate RangeDetails
Aviance Capital PartnersPartner and Portfolio ManagerFeb 2024 to Present
CorientPortfolio ManagerJul 2021 to Feb 2024
Segall Bryant & HamillPortfolio ManagerJul 2021 to Aug 2023
On August 1st, 2023, Segall, Bryant and Hamill became Corient.
Rothschild Investment CorporationVice PresidentOct 2006 to Jul 2021
Portfolio Manager and Municipal Securities Principal
Literacy Volunteers of IllinoisPresident Board of DirectorsJul 2011 to Jul 2018

Education

Questrom School of Business, Boston University

2001 2005

Francis W. Parker School

Others at Aviance Capital Partners, LLC (2)

NameRoleLocation
M
Michael Chapman
Portfolio ManagerNaples, FL , United States
Casey Farrow
Casey Farrow
Research AnalystNaples, FL , United States

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