Angela Raitzin, CFP®, CEPA, CRPC®

Managing Director, Wealth Advisor

Angela Raitzin is a Managing Director, Wealth Advisor at Cresset. In her role, Angela provides comprehensive wealth management, investment management, and retirement plan services for high-net-worth individuals, foundations, non-profits, and companies. Angela joined Cresset in 2023 having previously served in a similar role at First Republic Investment Management since 2015. Before that, she served as a Principal at Constellation Wealth Advisors. Prior to her role at Constellation, she headed the New York office of Morton Capital Management.

Angela has been in the finance industry since 2000. She has previously headed the Structured Notes Team at the Private Bank at Credit Suisse, served in the Investment Bank at JP Morgan, and the Investment Bank at Deutsche Bank in a sales role on their sales and trading desk.

Currently, she serves on the Executive Board of the Cox School of Business. Additionally, Angela works with a select group of entrepreneurs helping them maximize value in their companies, including offering “Coaching to Exit” assistance.

Angela graduated with honors from the University of Texas with a Bachelor of Arts, where she was named an Outstanding Student and a Dean’s Distinguished Graduate in the College of Liberal Arts. She earned her MBA from the Cox School of Business, which later named her an Outstanding Young Alum in 2009. While earning her MBA, Angela interned at the Federal Reserve Bank of NY in their Bank Analysis Group. Prior to graduate school, she worked in both public accounting and corporate finance. Angela is a CERTIFIED FINANCIAL PLANNER™ professional.

She has been recognized by Forbes Magazine as one of the Top Female Advisors in the United States for the last four consecutive years, as well as one of the Top Advisors in NY State in 2021 and 2023. She was also recognized numerous times as one of the Top Female Advisors in the United Sates by Working Mother as recently as 2021.

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