Greg Downs, CFA
Managing Director, Wealth Advisor
Greg Downs, CFA is a Partner and Managing Director of Investment Strategy for Cresset in its West Palm Beach office. With nearly 15 years of investment experience, Greg develops comprehensive and highly personalized investment strategies for Cresset’s high-net-worth and ultra-high-net-worth clients in the Southeast region.
Most recently, Greg served as Managing Director and Market Investment Executive at U.S. Trust managing a team of 13 portfolio managers from Jacksonville to Miami. Overseeing $13 billion in assets under management Greg served as Chief Investment Officer for the market, helping communicate thought leadership to clients, enterprise partners, the market president team and the local community. Previous to that role he was an Investment Analyst with Seaside National Bank & Trust.
Greg is a member of the CFA Society of South Florida and earned his MBA from Crummer Graduate School of Business at Rollins College in Winter Park. He is a graduate of the University of Central Florida in Orlando where he received a BS in Business Administration and Finance.
A native of the Orlando area, Greg and his wife now live in Palm Beach Gardens.