Erik Ralston serves as a Managing Director, Wealth Advisor at Cresset. In this role, he is responsible for providing comprehensive guidance to ultra-high-net-worth families on pre- and post-liquidity planning, wealth transfer strategies, and developing customized investment portfolios. Erik brings a deep understanding of the opportunities and challenges of managing wealth.
Prior to joining Cresset, Erik served as a Wealth Advisor at J.P. Morgan Wealth Management. Before that, he was a Managing Director and Wealth Manager at First Republic, after having transitioned from Credit Suisse Private Banking. Prior to Credit Suisse and before that Deutsche Bank, Erik advised institutional clients on global risk and asset allocation G7 Group. Erik started his career at Toyo Tanso, a semiconductor materials company in Osaka, Japan. After five years in Japan and becoming fluent in Japanese, he was transferred to Milan, Italy, to develop the firm’s European market.
Erik earned his MBA in finance and economics from New York University and a Bachelor of Science in biology from the University of California, Santa Barbara.