Cresset Leadership Team

Our executive team is committed to reinventing the way you experience wealth, while building a 100-year legacy of innovation, service, and excellence. 

After decades as private equity investors, entrepreneurs Eric Becker and Avy Stein founded Cresset, a client and employee-owned multi-family office. With more than $60B+ AUM, Cresset is recognized as a Barron’s and Forbes Top RIA Firm.¹

Eric Becker

Eric Becker

Founder and Co-Chairman
Avy Stein

Avy Stein

Founder and Co-Chairman
Susie Cranston

Susie Cranston

President and Chief Operating Officer
Doug Regan

Doug Regan

Founding Partner and Co-Chairman
Jack Ablin

Jack Ablin, CFA

Chief Investment Officer and Founding Partner
Jessica Malkin

Jessica Malkin

Executive Managing Director, Chief Growth Officer
Adwoa Mograbi

Adwoa Mograbi

Executive Managing Director, Chief People Officer
Mark Rogozinski

Mark Rogozinski

President, Family Office Services
Bill Rudnick

Bill Rudnick

Executive Managing Director, Chief Legal Officer
Amy Hong

Amy Hong

Executive Managing Director, Chief Compliance Officer
Patrick Regan

Patrick Regan, MBA, CFA

Managing Director, Deputy CIO
Paul Algreen

Paul Algreen

Managing Director, Chief Technology Officer
Michael Costabile

Michael Costabile

Executive Managing Director, Chief Financial Officer

$60B+ Family Office

Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.