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About
Robert G. Ix, CFA, is Managing Partner and Portfolio Manager at Crestwood Advisors in Boston, MA, where he leads client portfolio strategy and advisory. At Crestwood since 2005, he works closely with high-net-worth individuals and families, overseeing investment management and financial planning responsibilities.
Ix’s expertise covers asset allocation and multi-asset class portfolios, including equities and fixed income. He draws on decades of experience managing diversified portfolios, with deep knowledge of public market securities and a client-centric approach to portfolio construction.
Prior to Crestwood, he managed portfolios at Loomis Sayles & Co., LP, and BNY Mellon, building a strong career in institutional investment management. Ix earned a Bachelor of Arts in History from Kenyon College and is a CFA® charterholder, known for his enduring client relationships and trusted advisory in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crestwood Advisors | Managing Partner | Aug 2005 to Present | — |
| Loomis Sayles & Co., LP | Portfolio Manager | Jan 1999 to Jan 2005 | — |
| BNY Mellon | Portfolio Manager | Jan 1993 to Jan 1999 | — |
Education
Kenyon College
Bachelor of Arts (B.A.), History
1983 — 1987
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 |
 | Chief Investment Officer | Dedham, MA , 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 |
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