Greg Ellston

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.