![Joseph Alger](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Joseph E.
Alger, CFA, is an Investment Research Analyst at Crestwood Advisors LLC.
He joined Crestwood in 2023 and as a member of the research team, he provides support to the team by researching mutual funds and ETFs, helping to determine investment allocations, and by assisting in research efforts for individual stocks.
Mr. Alger was previously employed as a Research Analyst by Nvest Financial LLC and an Operations Support Specialist by Commonwealth Equity Services, Inc. (Broker).
He earned bachelor’s degrees in finance, economics, and political science from the University of Rhode Island.
He also holds the Chartered Financial Analyst designation.
Postes actifs de Joseph Alger
| Sociétés | Poste | Début |
|---|---|---|
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Crestwood Advisors constructs portfolios with a strict valuation discipline and securities are proactively rebalanced based on changing client objectives and the firm’s fundamental outlook for individual securities, asset classes, investment markets and global economies. Crestwood customizes portfolios based on each client’s unique income needs, risk tolerance and time horizon. The firm employs a global investment strategy, which includes both a top-down and bottom-up approach to asset management. As a global investor, Crestwood focuses on investing in securities or markets where it seeks to obtain responsible risk-adjusted returns over time. The firm attempts to reduce downside risk and enhance upside risk-adjusted returns by placing clients’ capital in a diverse mix of correlating and non-correlating assets. For the equity allocation of a portfolio, Crestwood seeks to invest in individual companies with the following attributes: distinct competitive advantages; attractive and growing cash flows; solid and/or improving economic returns; diverse revenue streams; and dividend payouts and buybacks. For the fixed income portion, the firm seeks to invest in both domestic and international fixed-income vehicles. In many cases, they purchase individual taxable or tax exempt bonds in order to target bond duration, credit quality and liquidity. As for other income-oriented investments, Crestwood employs ETFs and/or mutual funds in an effort to achieve a well-diversified portfolio that includes positions in both domestic and international debt securities. Crestwood augments their portfolios by investing in ETFs, ETNs and mutual funds to give portfolios exposure to focused asset classes such as international and emerging equity markets. ETFs are also used to gain exposure to hard assets, such as gold, agriculture and energy. For certain accredited investors, Crestwood may review investments in privately placed collective investment vehicles, some of which may be hedge funds. The managers of these vehicles have broad discretion in selecting the investments. There are few limitations on the types of securities or other financial instruments which may be traded and no requirement to diversify. | Analyst-Equity | 01/12/2023 |
Anciens postes connus de Joseph Alger
| Sociétés | Poste | Fin |
|---|---|---|
Nvest Financial LLC
 Nvest Financial LLC Investment ManagersFinance Nvest maintains a firm philosophy with how investments and strategies are analyzed. The Investment Committee meets monthly to review in-house recommended lists, market outlooks and implementation of strategies. | Analyst-Equity | 01/12/2023 |
Commonwealth Equity Services, Inc. (Broker)
 Commonwealth Equity Services, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/03/2021 |
Formation de Joseph Alger
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Crestwood Advisors constructs portfolios with a strict valuation discipline and securities are proactively rebalanced based on changing client objectives and the firm’s fundamental outlook for individual securities, asset classes, investment markets and global economies. Crestwood customizes portfolios based on each client’s unique income needs, risk tolerance and time horizon. The firm employs a global investment strategy, which includes both a top-down and bottom-up approach to asset management. As a global investor, Crestwood focuses on investing in securities or markets where it seeks to obtain responsible risk-adjusted returns over time. The firm attempts to reduce downside risk and enhance upside risk-adjusted returns by placing clients’ capital in a diverse mix of correlating and non-correlating assets. For the equity allocation of a portfolio, Crestwood seeks to invest in individual companies with the following attributes: distinct competitive advantages; attractive and growing cash flows; solid and/or improving economic returns; diverse revenue streams; and dividend payouts and buybacks. For the fixed income portion, the firm seeks to invest in both domestic and international fixed-income vehicles. In many cases, they purchase individual taxable or tax exempt bonds in order to target bond duration, credit quality and liquidity. As for other income-oriented investments, Crestwood employs ETFs and/or mutual funds in an effort to achieve a well-diversified portfolio that includes positions in both domestic and international debt securities. Crestwood augments their portfolios by investing in ETFs, ETNs and mutual funds to give portfolios exposure to focused asset classes such as international and emerging equity markets. ETFs are also used to gain exposure to hard assets, such as gold, agriculture and energy. For certain accredited investors, Crestwood may review investments in privately placed collective investment vehicles, some of which may be hedge funds. The managers of these vehicles have broad discretion in selecting the investments. There are few limitations on the types of securities or other financial instruments which may be traded and no requirement to diversify. | Finance |
University of Rhode Island
 University of Rhode Island Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nvest Financial LLC
Nvest Financial LLC Investment ManagersFinance Nvest maintains a firm philosophy with how investments and strategies are analyzed. The Investment Committee meets monthly to review in-house recommended lists, market outlooks and implementation of strategies. | Finance |
Commonwealth Equity Services, Inc. (Broker)
Commonwealth Equity Services, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
