Joe Park

Managing Director, Chief Operating Officer

Joe Park is Managing Director, Chief Operating Officer – Menlo Park and New York City at Cresset. In this role, he oversees all aspects of the business in those regions. Joe focuses on business practice management, operational efficiency, and partners with wealth advisors and staff to ensure the team functions at the highest level.

Prior to Cresset, Joe served in the same capacity as the Chief Operating Officer of the Constellation team at First Republic Investment Management. Earlier in his career, he was the Head of Investment Research and Strategy at an RIA in San Francisco where he managed the investment platform and worked directly with the clients. Prior to that, he spent nearly a decade with Constellation Wealth Advisors as their Head of Investment Reporting and Investment Analyst. Joe also spent time in operations, fund accounting, and trading.

Joe graduated from the University of California, Davis with a Bachelor of Arts degree in economics. He obtained his Master of Business Administration degree with a concentration in finance at the University of California, Davis. Joe lives in the Bay Area with his wife and two sons.

We use cookies to improve your web experience, analyze site usage, and deliver personalized content to you. Some cookies are essential to site functionality, others are optional and help us see how the site is used or allow us to better service you.  By clicking “Accept” you are accepting all cookies. To better understand how cookies are used by us or to opt-out, visit Terms of Use.