Our Team

Brett Cloe

Associate, Wealth Advisor

Brett is an Associate, Wealth Advisor with Cresset. Brett aids in preparation for client meetings, and ensures follow-up and action items are addressed and executed. Alongside our Wealth Advisors, Brett commits to maintain a high level of satisfaction with Cresset’s clients by providing excellent client service.

Brett graduated Magna Cum Laude from John Carroll University with a BS in Economics.

Away from the office, Brett enjoys working out, exploring his new home in Atlanta, and searching for something new to learn.

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Cresset refers to Cresset Capital Management, LLC and all of its subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of TRUE Cresset Sports and Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.