Alex Lytle is an Associate, Private Wealth Client Services at Cresset. In this role, he works with clients, Wealth Advisors, and the broader Greenwich/New York team to deliver wealth management solutions and provide operational support. Alex acts as a liaison to our custodians and works directly with our advisors to provide a seamless transition for new clients and continued support throughout their relationship with Cresset.
Prior to joining Cresset, Alex began his financial services career as an associate at First Republic Investment Management.
Alex attended Canterbury School before matriculating at Fairfield University, where he graduated with a Bachelor of Science degree in economics and later, a Master of Science degree in finance.