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Greg McSweeney, CFA
Portfolio Manager, Director, at Crestwood Advisors
Greg F. McSweeney, CFA, serves as a Portfolio Manager and Director at Crestwood Advisors, a position he has held since joining the firm in 2020. With over 15 years of experience in investment management, he specializes in managing investment assets for individuals and families, utilizing his extensive background in both equities and fixed income to help clients achieve their long-term financial goals.12
He holds the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Institute and the Boston Security Analysts Society. Greg earned a Bachelor of Arts in Economics from Dartmouth College and an MBA in Finance from New York University Stern School of Business.13
Before his tenure at Crestwood Advisors, Greg worked at Bainco International Investors and Steinberg Asset Management, further enriching his expertise in the financial sector.3 Residing in the Boston area with his wife and three children, he enjoys outdoor activities such as golf, skiing, and running, and participates annually in triathlons and half-marathons to support Alzheimer’s research.1
