Abby Holmes serves as Managing Director, Wealth Advisor at Cresset. Abby is a CERTIFIED FINANCIAL PLANNER® professional. Through True Fiduciary® standards, she advises Family Office clients on their unique and complex financial planning, portfolio management, and family legacy needs.
Prior to Cresset, Abby was Founding Partner and Head of Advisory at Brightside Partners, and served as Senior Client Advisor at WMS Partners, two multi-family offices based in Baltimore, MD. Before that, she advised global corporate clients across multiple industries on strategic and operational solutions during her time at Deloitte Consulting.
Abby holds an MBA with a concentration in finance and strategic management from the Wharton School of the University of Pennsylvania. She also earned a Bachelor of Science in Finance and Accounting and a Bachelor of Arts in Economics, both from the University of Maryland. While at Maryland, she was a starting defender on the national champion and ACC champion women’s lacrosse team (go Terps!).
In the community, Abby currently serves on the board of the Baltimore Estate Planning Council and the board of the James L. Kernan Hospital Endowment Fund, as well as the executive committee of the McDonogh School Alumni Board. She also serves on the investment committees of multiple Baltimore-based non-profit organizations and private family foundations.