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Senior Investment Advisor

Rebecca Downey

Finra’s BrokerCheck
Address
500 Newport Center Drivesuite Newport Beach, CA 92660 US

Contact Hours

By appointment

About Rebecca

Serving the Newport Beach area, Rebecca provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Rebecca works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Becky Cummins Downey is a Vice President and Senior Portfolio Manager for the Wealth & Asset Management group, based in California. In her role as a Portfolio Manager, Becky is tasked with understanding her clients' priorities and objectives. With this knowledge, she selects the right asset allocation and constructs, implements and monitors customized portfolios for her Fifth Third Private Bank clients.

Becky joined Fifth Third in October 2021, after a 14 year career in the investment management industry. Her experience prior to joining Fifth Third includes managing investment portfolios for high net worth clients as a Portfolio Manager at Whittier Trust in Newport Beach, California and trading bonds as a Senior Fixed Income Analyst on the taxable bond desk at Thornburg Investment Management in Santa Fe, New Mexico. In addition to Becky's experience investing money for clients, her former roles include working in Investment Strategy for Natixis Global Asset Management in Boston, Massachusetts and in Investing Consulting for NEPC, LLC in Boston, Massachusetts.
Education
Master of Business Administration from Cornell University's Samuel Curtis Johnson Graduate School of Management
Bachelor of Arts degree in English Literature from Dartmouth College
Licenses & Professional Designations
  • CFA

About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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