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Cresset Leadership Team

Our executive team is committed to elevating your wealth experience, while building a lasting legacy of innovation, service, and excellence.

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Our leadership team is united by a relentlessly client first commitment that places clients at the center of every decision, guided by thoughtful stewardship and a long-term perspective. With more than $260 billion in AUM and AUA, Cresset is recognized by Barron’s and Forbes among the nation’s top RIA firms.¹

Eric Becker

Eric Becker

Founder and Co-Chairman
Bestselling Author
Avy Stein

Avy Stein

Founder and Co-Chairman
Susie Cranston

Susie Cranston

Chief Executive Officer
Doug Regan

Doug Regan

Founding Partner and Co-Chairman
Michael Costabile

Michael Costabile

Executive Managing Director, Chief Financial Officer
Jon Crow

Jon Crow

Executive Managing Director, Head of Client Advisory Services
Amy Hong

Amy Hong

Executive Managing Director, Chief Operating Officer & Chief Compliance Officer
Lucas Huizer

Lucas Huizar

Executive Managing Director, General Counsel
Melissa Karetny

Melissa Karetny

Executive Managing Director, Chief People Officer
Jessica Malkin

Jessica Malkin

Executive Managing Director, Chief Growth Officer
Mike Silverman

Mike Silverman

Executive Managing Director, Chief Investment Officer
Dheeraj Soni

Dheeraj Soni

Managing Director, Chief Technology Officer
Mark Thompson

Mark Thompson

Executive Managing Director, Institutional Consulting
Mark Tremblay

Mark Tremblay

Executive Managing Director, Head of Family Office Services

$260B+ Family Office

Assets Under Management and Advisement (AUM/AUA) as of 7/1/26

*Disclosures related to awards, recognitions, and rankings available here.

Barron's Advisor, Top 100 RIA Firms 2026
Barron's Advisor, Top 100 RIA Firms 2026

Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/11/26 for data as of 6/30/25. Cresset paid a licensing fee to use the Barron’s award logo for marketing purposes.