Joe Alger

Joe Alger, CFA, is an Investment Research Analyst at Crestwood Advisors in Boston, where he joined the firm in 2023. In his current role, he supports the investment research team by analyzing asset classes, investment strategies, and economic trends, and by providing actionable portfolio research for client solutions. Joe's expertise includes public equity and fixed income markets, and he is a frequent contributor to discussions on index funds, high-dividend strategies, and portfolio diversification.

Prior to joining Crestwood Advisors, Joe built his investment research experience as a Research Analyst at Nvest Financial, LLC and as a Portfolio Trade Analyst at Commonwealth Financial Network, accumulating a strong background in portfolio construction and trading across a broad spectrum of asset classes. His comprehensive approach includes evaluating the risk-return profile of investment products and working closely with portfolio managers and advisors to support client outcomes.

Joe holds a Bachelor of Science in Finance, Economics, and Political Science from the University of Rhode Island and is a Chartered Financial Analyst (CFA®) charterholder. His recent media commentary has covered trends in dividend yield strategies and passive investment vehicles, underscoring his specialization in equities, income-oriented strategies, and quantitative investment analysis.