Gia Llorin Rojas serves as a Director, Private Wealth Client Services at Cresset. In this role, she works closely with ultra-high-net-worth clients, providing them with sustained attention and coordinated leadership. She facilitates a suite of family office services, serving as a single point of contact for diverse client needs. Specifically, her areas of focus include client operational requests, account administration and servicing clients on a daily basis.
Leveraging more than a decade of wealth management experience, Gia takes pride in helping clients reduce the burdens that can accompany significant wealth. Forward looking, she is skilled in anticipating decision points that lie ahead. Gia works closely with clients’ external tax and legal intermediaries, collaborating on shared initiatives, particularly those involving trust and estate services. She effectively does this by her attention to detail and responsiveness, fostering clients’ trust in her ability to navigate their requests.
Prior to joining Cresset, she held positions at J.P. Morgan Wealth Management 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 with Credit Suisse, where she began her wealth management career in 2013.
A graduate of St. Mary’s College of California, Gia earned her B.S. in business administration with concentrations in financial services and economics.
Gia lives in the Bay Area with her husband and their Portuguese Water Dog, Bronny. In her spare time, Gia enjoys practicing Pilates, traveling the world, hiking, reading, listening to podcasts, attending live music concerts, and cooking.