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John Ingram

John Ingram

Chief Investment Officer at Crestwood Advisors Group LLC

Dedham, MA , United States

About

John Ingram, CFA, is Chief Investment Officer and Partner at Crestwood Advisors in Dedham, MA, a role he has held since 2015. As CIO, he leads Crestwood’s investment team and oversees portfolio construction, risk management, and investment strategy for client portfolios. Ingram's responsibilities include providing market insights, developing asset allocation frameworks, and advising on sector strategies, with regular commentary featured in publications such as The Wall Street Journal and U.S. News & World Report.

His investment expertise spans a broad range of asset classes, with a particular focus on U.S. equities, low-volatility ETFs, and precious metals. Ingram has publicly discussed tactical allocations to sectors like banking, technology (including companies like Nvidia), and alternative investments, as well as the merits of navigating popular trades and managing risk in turbulent markets.

Prior to joining Crestwood Advisors, Ingram held the role of Portfolio Manager at Choate Investment Advisors and Analyst at Excalibur Management, building over two decades of investment experience. He holds a BA in Economics and Psychology from St. Lawrence University, and is recognized for his analytical rigor and commitment to fiduciary standards in the wealth management industry.

Career History

OrganizationRoleDate RangeDetails
Crestwood AdvisorsChief Investment OfficerJan 2015 to Present
Primary responsibilities are managing and directing the firm’s research efforts, including oversight of the asset allocation framework as well as the proprietary research process. Mr. Ingram focuses ...
Choate Investment AdvisorsPortfolio ManagerAug 2004 to Jan 2015
I joined Choate Investment Advisors in 2004 as a Portfolio Manager, managing over 200 accounts for families and trusts. As a member of the investment committee, I was responsible for conducting asset...
Excalibur ManagementAnalystJan 1993 to Jan 2004

Education

St. Lawrence University

BA, Economics and Psychology

1985 1989

Skills & Expertise

Portfolio Management
Asset Allocation
Security Selection
Legal Research
Sales
Customer Service
Marketing
Leadership
Litigation

Others at Crestwood Advisors Group LLC (11)

NameRoleLocation
A
Aaron Beltrami
PartnerBoston, MA , United States
Alyson Nickse
Alyson Nickse
PartnerBoston, MA , United States
David Tuttle
David Tuttle
Partner and Portfolio ManagerDarien, CT , United States
J Michael Costello
J Michael Costello
Managing PartnerProvidence, RI , United States
Kevin Behrendt
Kevin Behrendt
Securities TraderBoston, MA , United States
R
Ryan Kenny
Portfolio ManagerBoston, MA , United States
Christopher Mead
Christopher Mead
Equity Research AssociateBoston, MA , United States
Csric® Cfp® Jason Hendricks Chfc®
Csric® Cfp® Jason Hendricks Chfc®
Portfolio ManagerDarien, CT , United States
J
James Doogan
Portfolio ManagerUnited States
Joe Alger
Joe Alger
Investment Research AnalystBoston, MA , United States
Showing 1-10 of 11 team members

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