Greg Ellston
Head-Equity Investments at Confluence Investment Management LLC
Profile
Mr. Gregory W.
Ellston is a Director of Asset Allocation at Confluence Investment Management LLC.
He is a member of the Asset Allocation Investment Committee, leading the firm’s cyclical ETF strategies.
Prior to joining Confluence, Mr. Ellston was Managing Director of Asset Allocation and Portfolio Construction for the Investment Management Group at TIAA-CREF for nine years.
In this role, he initiated and constructed a discretionary management platform that grew to over $21 billion during his tenure.
His group also provided oversight for another $20 billion in assets for a number of affiliates.
Before TIAA-CREF, he worked at A.G.
Edwards as a vice president within the Gallatin Asset Management division, where he directed Manager Analysis and served as co-manager on the Cyclical Asset Allocation Portfolios.
Prior to A.G.
Edwards, he held roles at Rauscher Pierce Refsnes, Inc. and Stifel, Nicolaus & Company.
Over the course of his 35 years of experience, he 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 the first research group incorporating dedicated investment manager analysts.
He has served on the Securities Industry Association’s Investment Company Committee and has been a member of Morningstar’s Institutional Advisory Council.
Mr. Ellston earned his BBA from the University of Mississippi and his MBA from the A.B.
Freeman School of Business at Tulane University.
Greg Ellston active positions
Companies | Position | Start |
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Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Head-Equity Investments | 2017-03-31 |
Former positions of Greg Ellston
Companies | Position | End |
---|---|---|
Rauscher Pierce Refsnes, Inc. | Corporate Officer/Principal | - |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Corporate Officer/Principal | - |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Training of Greg Ellston
University of Mississippi | Undergraduate Degree |
A.B. Freeman School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Finance |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Rauscher Pierce Refsnes, Inc. | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Finance |
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