Greg F. McSweeney, CFADirector, Portfolio Manager

Greg joined Crestwood in 2020 and serves as a Portfolio Manager and Director.

Greg works closely with individuals and families in the management of their investment assets. He relies on over 15 years of deep research and investing experience in equities and fixed income to help clients achieve their long term goals. He is humbled by the opportunity to earn the trust of the individuals and families who choose to work with Crestwood.

Greg holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. He earned a BA in Economics from Dartmouth College and an MBA in Finance from New York University Stern School of Business.

After spending over a decade of his career in New York, Greg has spent the last several years living in the Boston area with his wife and three children, near their large extended families. He enjoys being active – golf, skiing, running – and keeping to his goal of each year competing in a triathlon and running a half-marathon to raise funds for Alzheimer’s research.

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Tiffany V. So