Aaron Beltrami

Aaron M. Beltrami is a Partner and Wealth Manager at Crestwood Advisors, an independent, fee-only wealth management firm headquartered in Boston, Massachusetts. He joined the firm in 2008 and holds the Certified Financial Planner (CFP) designation. With a career spanning over three decades in financial services since 1995, Beltrami specializes in assisting financially successful families with wealth building, asset protection, and estate planning. His deep expertise in comprehensive financial planning has made him a trusted advisor to executives, consultants, and small business owners.

Before joining Crestwood Advisors, Beltrami spent over a decade at Fidelity Investments, one of the largest asset managers in the world. At Fidelity, he rose to the level of Vice President and held several roles including Financial Planning Representative and Internal Wholesaler Operations Specialist. In the latter capacity, he sold and serviced Fidelity Advisor Funds across the bank, wirehouse, and independent channels, giving him broad exposure to the investment distribution landscape and diverse client segments.

Beltrami holds a Bachelor of Science in Business Management from Assumption College (now Assumption University) and an Associate Degree in Business Management & Technology from Vermont Technical College. In addition to his professional wealth management practice at Crestwood, he is identified as an angel investor operating at the seed stage, suggesting he makes personal investments in early-stage companies. Crestwood Advisors itself is an SEC-registered investment advisory firm that is part of the Focus Financial Partners partnership, employing approximately 61 professionals and managing over $4 billion in client assets.

Beltrami's professional investment philosophy at Crestwood Advisors centers on a research-driven, long-term approach to wealth management. The firm emphasizes disciplined portfolio construction, broad diversification across asset classes, geographies, and investment styles, and a patient, goal-oriented perspective on market participation.

As an angel investor operating at the seed stage, Beltrami's personal investment activity likely draws on his extensive financial services background and network of high-net-worth clients and executives. Specific details about his angel investment thesis, sector preferences, or portfolio companies are not publicly documented, but his deep expertise in financial planning and wealth management for entrepreneurs and business owners positions him well to evaluate early-stage opportunities.