Kelly Downs, CFP®

Managing Director, Operations

Kelly is Managing Director, Operations at Cresset. In her role, she focuses on integrating new partners into the business and works across the firm to create the most optimal service and operating model for our clients and colleagues.

Prior to Cresset, Kelly served as the COO for Berman Capital Advisors. She joined during the firm’s infancy and had her hand in virtually all parts of the business for more than 10 years, working in both client-facing and back-office operational roles. Earlier in her career, she worked in the Private Wealth Management division of Goldman Sachs & Co., where she specialized in operations and client service for the firm’s high-net-worth and family office clients. Kelly also spent nine years at Fisher Investments, primarily in management positions overseeing various functions, such as client operations, recruiting, client reporting, and trading.

Kelly graduated from West Virginia University with a Bachelor of Science in Business Administration and a concentration in Finance. She obtained the CERTIFIED FINANCIAL PLANNER designation in 2013 after completing the required coursework at UGA’s Terry College of Business.

Kelly lives in Atlanta with her husband, Chris, and their daughter.