Aaron Beltrami

Aaron M. Beltrami, CFP®, is a Partner and Wealth Manager at Crestwood Advisors LLC in Boston, MA, where he delivers highly personalized financial planning and wealth management services for high-net-worth individuals, families, and institutional clients. At Crestwood, he focuses on global asset allocation, comprehensive financial planning, and tailored portfolio construction, with an emphasis on risk management and long-term wealth preservation for clients requiring sophisticated investment strategies.

Aaron brings over two decades of investment experience, including prior roles as Vice President and Financial Planning Representative at Fidelity Investments, where he specialized in client relationship management and financial planning solutions for diverse investor segments. His expertise extends to both discretionary and non-discretionary portfolio management, advising on global equities, fixed income, private placements, and alternative investments suitable for accredited investors.

He holds a Bachelor of Science in Business Management from Assumption University and an Associate Degree in Business Management and Technology from Vermont Technical College. As a CFP® professional, Aaron is recognized for his collaborative approach and commitment to helping clients achieve their financial goals through innovative planning and investment advisory services.