Director, Client Development
Current
Dec 2024 - Present
AeroLeads people directory · profile
Alex Lapointe Email & Phone Number
Director, Client Development at Crestwood Advisors
at
Crestwood Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Director, Client Development at Crestwood Advisors
Location
Greater Boston, United States, United States
Who is Alex Lapointe? Overview
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Quick answer
Alex Lapointe is listed as Director, Client Development at Crestwood Advisors at Crestwood Advisors, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Alex Lapointe.
Alex Lapointe previously worked as Director, Client Development at Crestwood Advisors and Regional Vice President at Rwa Wealth Partners. Alex Lapointe holds Bachelor Of Science (Bs), International Business from Ithaca College.
Company email context
Email format at Crestwood Advisors
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Crestwood Advisors
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Profile bio
About Alex Lapointe
As Director, Client Development, I support trusted custodial referral partners to introduce new clients to Crestwood Advisors. I'm fortunate to partner with an amazing team of people with deep expertise and vast resources.I love meeting new people, building relationships and educating clients on how they can achieve their dreams. At home, my wife, three kids, and two rescue dogs are the foundation of my personal life. In my free time, I enjoy staying active and coaching youth sports.Please contact me at alapointe@crestwoodadvisors.com or 617-226-0042 if you are interested in learning how you may benefit from our wealth management services.
Listed skills include Mutual Funds, Investments, Asset Allocation, Series 7, and 3 others.
Current workplace
Alex Lapointe's current company
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6 roles
Alex Lapointe work experience
A career timeline built from the work history available for this profile.
Regional Vice President
Aug 2023 - Nov 2024
Nov 2013 - Aug 2023
Regional Vice President
Jul 2010 - Apr 2013
Regional Sales Director
Dec 2007 - Jun 2010
Financial Advisor
Sep 2006 - Nov 2007
2 education records
Alex Lapointe education
Bachelor Of Science (Bs), International Business
Ithaca College
Education record
Winchester High School
FAQ
Frequently asked questions about Alex Lapointe
Quick answers generated from the profile data available on this page.
What company does Alex Lapointe work for?
Alex Lapointe works for Crestwood Advisors.
What is Alex Lapointe's role at Crestwood Advisors?
Alex Lapointe is listed as Director, Client Development at Crestwood Advisors at Crestwood Advisors.
Where is Alex Lapointe based?
Alex Lapointe is based in Greater Boston, United States, United States while working with Crestwood Advisors.
What companies has Alex Lapointe worked for?
Alex Lapointe has worked for Crestwood Advisors, Rwa Wealth Partners, Columbia Threadneedle Investments, Us, and Ameriprise Financial Services, Inc..
How can I contact Alex Lapointe?
You can use AeroLeads to view verified contact signals for Alex Lapointe at Crestwood Advisors, including work email, phone, and LinkedIn data when available.
What schools did Alex Lapointe attend?
Alex Lapointe holds Bachelor Of Science (Bs), International Business from Ithaca College.
What skills is Alex Lapointe known for?
Alex Lapointe is listed with skills including Mutual Funds, Investments, Asset Allocation, Series 7, Defined Contribution, Sales, and Asset Management.
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