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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crestwood Advisors | Chief Investment Officer | Jan 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 Advisors | Portfolio Manager | Aug 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 Management | Analyst | Jan 1993 to Jan 2004 | — |
Education
St. Lawrence University
BA, Economics and Psychology
1985 — 1989
Skills & Expertise
Others at Crestwood Advisors Group LLC (11)
| Name | Role | Location |
|---|---|---|
A Aaron Beltrami | Partner | Boston, MA , United States |
| Partner | Boston, MA , United States | |
| Partner and Portfolio Manager | Darien, CT , United States | |
| Managing Partner | Providence, RI , United States | |
| Securities Trader | Boston, MA , United States | |
R Ryan Kenny | Portfolio Manager | Boston, MA , United States |
| Equity Research Associate | Boston, MA , United States | |
| Portfolio Manager | Darien, CT , United States | |
J James Doogan | Portfolio Manager | United States |
| Investment Research Analyst | Boston, MA , United States |
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| Senior Vice President of Investments | Congress Wealth Management LLC / de / | Columbia, MD , United States | |
| Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States | |
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |