Blake Green is a Wealth Advisor at Cresset, where he partners with clients and their families to help them make thoughtful decisions across their financial lives. He takes a relationship-driven approach, serving as a trusted advisor and helping clients navigate the many areas of their financial lives, including investment management, tax strategy, financial planning, estate planning, retirement planning, philanthropy, and family legacy planning.
Blake joined Cresset in 2019 and holds both the CPA and CFP® designations. He earned his Master’s in Accounting from Tulane University, along with a BSM in Legal Studies in Business and a specialization in entrepreneurship. Prior to Cresset, Blake gained experience at Merrill Lynch and Hightower Advisors, working across client service, investment solutions, and business development. His background across tax, financial planning, and investment management allows him to bring a thoughtful, family office approach to advising clients through both day-to-day decisions and long-term planning opportunities.
Blake lives in Chicago with his wife. Outside of work, he enjoys playing golf and tennis, staying active at the fitness club, and spending time with family, friends, and their two golden retrievers.