Gia Llorin Rojas is a Director of Private Wealth Client Services at Cresset, where she serves as a trusted partner to ultra-high-net-worth individuals and families. In her role, Gia provides seamless coordination and leadership across a comprehensive suite of family office services, ensuring that clients’ diverse and often intricate needs are met with precision and care. Acting as the single point of contact, she excels in managing day-to-day operations, overseeing account administration, and responding to clients’ evolving requests with a personalized touch.
With over a decade of experience in wealth management, Gia is deeply committed to alleviating operational complexities clients may face in managing their wealth. She is adept at foreseeing potential decision points, allowing clients to plan confidently for the future. Gia collaborates closely with clients’ external tax and legal advisors to deliver cohesive strategies, especially in the areas of trust and estate planning. Her detail-oriented approach and unwavering responsiveness have fostered strong, long-lasting relationships, built on trust and dependability.
Prior to joining Cresset, she held positions at J.P. Morgan Wealth Management as an Investment Associate and served as a Senior Associate and Client Relationship Analyst at First Republic Private Wealth Management for more than eight years. Before that, Gia was a Relationship Associate and Operations Analyst at Credit Suisse, where she began her wealth management career in 2013.
Gia earned her Bachelor of Science in business administration, with concentrations in financial services and economics, from St. Mary’s College of California.
Gia lives in the Bay Area with her husband and their Portuguese water dog, Bronny. Outside of work, she is passionate about Pilates, traveling the world, hiking, reading, artisanal cooking, biohacking, and all musical genres of concerts.