Dheeraj Soni serves as Managing Director and Head of Trading at Cresset, where he leads a dynamic team of traders responsible for executing both quantitative and discretionary strategies. In his role, he oversees the firm’s trading platform and execution strategy, drawing on deep expertise in multi-asset trading operations, portfolio implementation and regulatory compliance. His focus is on building scalable, technology-driven trading infrastructures that deliver precision, transparency and efficiency across every aspect of execution.
With more than 27 years of leadership experience across wealth management, private banking, prime brokerage, asset management, institutional trading, investment banking, and sell-side research, he has dedicated his career to creating trading organizations that seamlessly balance innovation and operational excellence. He is particularly passionate about integrating advanced technology with streamlined processes to optimize trade workflows and empower advisors through automation and superior execution capabilities.
Prior to joining Cresset, he held several executive leadership roles at prominent financial institutions. Most recently, he served as Chief Technology Officer of J.P. Morgan Advisors, where he led enterprise-wide trading modernization and platform integration initiatives, supporting more than $700 billion in client assets. Earlier, as Head of Wealth Management Technology at First Republic Bank, he spent over a decade architecting and implementing end-to-end wealth management platforms that supported the firm’s growth from $35 billion to over $350 billion in assets.
His experience spans global teams, electronic trading, market structure, risk management and automation—all focused on driving operational excellence and enhancing client outcomes. He holds an MBA in finance, a leadership degree from Wharton School of Business, and multiple FINRA registrations including Series 7, 24, 63 and 99. Beyond his professional achievements, Dheeraj is deeply engaged in his community, serving as Chair of his local Boy Scouts troop. He lives in the San Francisco Bay Area with his wife, Shweta, and is the proud father of twin sons currently in college.