Cresset Leadership Team
Our executive team is committed to elevating your wealth experience, while building a lasting legacy of innovation, service, and excellence.
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 $237 billion in AUM and AUA, Cresset is recognized by Barron’s and Forbes among the nation’s top RIA firms.¹
Barron’s #2 Top 100 RIA Firms
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/12/25 for data as of 6/30/25. Cresset paid a licensing fee to use the Barron’s award logo for marketing purposes.
Forbes Top RIA Firms
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/1/25 for data as of 3/31/25. Cresset paid a licensing fee to use the Forbes award logo for marketing purposes.