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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aviance Capital Partners | Partner and Portfolio Manager | Feb 2024 to Present | — |
| Corient | Portfolio Manager | Jul 2021 to Feb 2024 | — |
| Segall Bryant & Hamill | Portfolio Manager | Jul 2021 to Aug 2023 | On August 1st, 2023, Segall, Bryant and Hamill became Corient. |
| Rothschild Investment Corporation | Vice President | Oct 2006 to Jul 2021 | Portfolio Manager and Municipal Securities Principal |
| Literacy Volunteers of Illinois | President Board of Directors | Jul 2011 to Jul 2018 | — |
Education
Questrom School of Business, Boston University
2001 — 2005
Francis W. Parker School
Others at Aviance Capital Partners, LLC (2)
| Name | Role | Location |
|---|---|---|
M Michael Chapman | Portfolio Manager | Naples, FL , United States |
| Research Analyst | Naples, FL , United States |
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