Kathleen Cassidy is Director, Strategic Events & Client Experience at Cresset, where she leads the firm’s national strategy for client engagement and experiential programming across 20+ markets. Since joining Cresset in 2018, she has built and scaled an events platform designed to support client engagement, help to strengthen advisor connectivity, and supports the firm’s business development efforts.
Kathleen curates Cresset’s flagship experiences—from intimate gatherings to large-scale, multi-market events—in collaboration with a global network of thought leaders. Her work sits at the intersection of client experience, brand, and business development, aiming to make each interaction intentional, differentiated, and aligned with the firm’s long-term vision. In close partnership with advisors and senior leadership, she shapes programming designed to foster meaningful connection, intergenerational engagement, and intellectual curiosity among clients and their families.
Beyond events, Kathleen contributes to Cresset’s broader marketing and brand evolution, helping to elevate how the firm engages across every client touchpoint. She earned a bachelor’s degree with honors from Indiana University, with a concentration in tourism, hospitality, and event management, and is a lifetime member of Kappa Delta Sorority. Kathleen lives in Chicago with her husband, Evan, and their mini goldendoodle, Penelope.