Gregory Westcott Ellston
Greg is the Director of Asset Allocation for Confluence Investment Management. In this role, he serves as a co-portfolio manager on Confluence’s Cyclical Allocation strategies and is responsible for ETF due diligence and selection. Prior to joining Confluence in April, 2017, Greg was Managing Director of Asset Allocation and Portfolio Construction for the Investment Management Group at TIAA-CREF for nine years. At TIAA-CREF, he worked on the initiation, construction, and oversight of a discretionary fund-of-funds platform that was introduced in 2009 and grew to over $21 billion during his tenure. His group also provided oversight for another $20 billion in assets for a number of affiliates, including TIAA-CREF Trust Company, TIAA Life, TIAA Charitable, and TIAA Personal Portfolios.
Before TIAA-CREF, Greg worked at A.G. Edwards, where he was a Vice President with the Gallatin Asset Management division, where he directed Manager Analysis and served as one of the co-managers on the Cyclical Asset Allocation Portfolios. Prior to A.G. Edwards, Greg held roles at Rauscher Pierce Refsnes, Inc. as First Vice President and Director of Private Client Services and at Stifel, Nicolaus & Company as Vice President of Separate Account and Mutual Fund Research and Corporate Syndicate. Over the course of his 30 years of experience, Greg has been involved in building five fee-based platforms at three different firms, including separate accounts, open-end mutual funds, and exchange-traded funds. He was involved in the first closed-end fund research effort and one of the first research groups incorporating dedicated investment manager analysts.
Greg has served on the Securities Industry Association’s Investment Company Committee and has been a member of Morningstar’s Institutional Advisory Council. He earned his BBA from the University of Mississippi and his MBA from the A.B. Freeman School of Business at Tulane University.