Greg McSweeney

Portfolio Manager, Director @Crestwood Advisors

Boston, MA, US

I work closely with individuals and families in the management of their investment assets. Along side a team of wealth advisors, we deliver holistic advice for our clients’ full financial picture, considering investments, estate planning, tax considerations, asset financing and more. As a PM on our team and a member of the investment committee, I rely on 20 years of experience researching and investing in stocks, bonds and alternative investments as well as the shared experience of my PM and research team colleagues to help clients achieve their long term goals.Crestwood Advisors is an independent, fee-only, wealth management firm with over $5.3 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit

NYU Stern School of Business

MBA, Finance and Accounting

Dartmouth College

Bachelor of Arts (BA), Economics