Kelly Downs, CFP®Managing Director, Operations
How Kelly Can Help You
Kelly drives the firm to achieve organizational and performance excellence by creating a seamless experience for clients, that is also manageable and effective for our team, helping them be equipped to anticipate client needs and respond effectively to client requests and concerns.
What Makes Kelly Knowledgeable
Kelly joined Berman | Cresset in early 2011 during the firm’s infancy and has had her hand in virtually all parts of the business. She has held several roles during her tenure – both client-facing and back-office operations. Previously, she worked in the Private Wealth Management division of Goldman Sachs & Co. where she specialized in operations and client service for the firm’s high-net-worth and family office clients.
Prior to her time at Goldman Sachs, Kelly spent nine years at Fisher Investments, a multi-billion-dollar Registered Investment Adviser that works with private clients and large institutions. While at Fisher Investments, she served as Group Manager for eight years overseeing various functions such as client operations, recruiting, client reporting and trading.
Kelly graduated from West Virginia University with a Bachelor of Science degree in Business Administration and a concentration in Finance. She obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2013 after completing the required coursework at UGA’s Terry College of Business.
Getting to Know Kelly
Kelly and her husband, Chris, live in Atlanta with their daughter, Ella, and dog, Toulie. On the weekends, you’ll find them leisurely walking the BeltLine’s Eastside Trail and checking out new restaurants in their neighborhood.