Cresset Capital https://cressetcapital.com/about/
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Founded on Transparency
Driven by Innovation

Reinvent the Way You Experience Wealth

MEET THE TEAM

$
0
B

Assets Under Management¹

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Barron’s Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithm. Awarded 9/19/22 for data as of 6/30/22. Cresset paid no application fee to participate.

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/70%

Client / Employee Owned¹

Experience.
Innovation.
Trust.

Award-Winning, Multi-Family Office¹

Proudly independent and driven by innovation. Focused on the unique needs of CEO Founders, Entrepreneurs, Wealth Creators, Family Business Owners, PE Partners, Executives, and High-Net-Worth Families. Your Life Optimized.

VIEW OUR AWARDS

Built By Entrepreneurs, For Entrepreneurs

“Cresset’s integrated platform includes comprehensive wealth advisory services, along with direct access to institutional-quality private investments. It is a powerful and much-needed combination.”

Avy Stein
Cresset Building at Dusk

Our Founding Story

We created Cresset with a vision and purpose to serve clients for over 100 years. Cresset was founded by entrepreneurs Eric Becker and Avy Stein who spent decades as private equity investors, during which they started, nurtured, and backed over 150 businesses and raised more than $8 billion in funding.

As Eric and Avy explored options for managing their own family wealth, they were struck by the limitations of existing wealth management approaches, including sophisticated advice and access to an ecosystem of direct private investments.

As business innovators, Eric and Avy built a client and employee-owned multi-family office to deliver a new paradigm for wealth management. Cresset now has over $27B AUM, and is a Barron’s and Forbes Top Advisory firm¹ with True Fiduciary® Standards that put your interests first.

SPEAK WITH OUR FOUNDERS

Connecting You to Innovators and Thought Leaders

Mark Cuban

MARK CUBAN

Entrepreneur, Business Owner & Investor
Ursula Burns

URSULA BURNS

Chairwoman of VEON and Former CEO of Xerox
Ray Dalio

RAY DALIO

Founder of Bridgewater Associates
Diane von Furstenberg

DIANE VON FURSTENBERG

Fashion Designer, Philanthropist & Founder & Chairwoman of DVF
Wes Moore

WES MOORE

Bestselling Author, Combat Veteran & Former CEO of Robin Hood Foundation