Director, Private Wealth Client Services
Alissa Levy is a Director, Private Wealth Client Services at Cresset in the Denver office. She collaborates with Wealth Advisors, Custodians, other departments, etc. to meet the needs of clients and to deliver personalized white-glove service. She specializes in developing relationships with clients and has extensive experience processing private investment opportunities.
Originally from Wilmette, in the ten years prior to Cresset Alissa held a like-titled role at another Chicago-based RIA, Vivaldi Capital Management, working with high-net and ultra-high net worth individuals, families, and other RIAs.
Alissa earned a Bachelor of Arts degree in Political Science with Distinction and a Certificate in Business from the University of Wisconsin – Madison. Among her passions are hiking, skiing, or exploring the mountains of Colorado with her two rescue pups alongside, attending live music, sporting events, and spending time with her people.