Blake Green, CPA
Associate Director, Client Portfolio Manager
Blake Green is an Associate Director, Client Portfolio Manager at Cresset, working with the investment and portfolio management team with responsibility for trading and portfolio generation. He holds a CRPC® designation and has a Series 66 and Life and Accident & Health Insurance license.
Before joining Cresset, Blake worked for Merrill Lynch Wealth Management in downtown Chicago and Hightower Advisors in Newport Beach, CA. He was responsible for handling day-to-day client services, creating investment solutions, and assisting with business development.
Blake earned his Master’s in Accounting from Tulane University, along with a BSM in Legal Studies in Business and Specialization in Entrepreneurship. He grew up in the suburbs of Chicago, and currently lives downtown with his 12 year old puppy. When not spending time with his dog, Blake enjoys playing basketball at the East Bank Club, and working on the Professional Board of PAWS.