John Ingram
Chief Investment Officer, Partner
- Role
- Chief Investment Officer at Crestwood Advisors
- Location
- Dedham, MA, US
- LinkedIn followers
- 500 followers
About John Ingram
Seasoned investment professional with over 20 years of experience successfully managing…
Experience
Chief Investment Officer
Jan 2015 — 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 on building thoughtful, diversified portfolios that strive to build clients’ wealth over the long term. Qualitative and quantitative factors are used in the asset allocation process to provide results that are consistent with client\'s goals, objectives and tax situation.
Skills
- Security Selection
- Asset Allocation
- Portfolio Management
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