Michael Goldman

Associate Director, Corporate Development & Strategy

Michael serves as an Associate Director, Corporate Development & Strategy, and is responsible for evaluating investment opportunities, coordinating due diligence, and financial modeling. He brings deep industry experience to Cresset, having previously been an investment banking analyst at Oppenheimer & Co., where he focused on mergers and acquisitions and capital markets transactions for asset managers and wealth managers.

Prior to Oppenheimer, Michael was on the M&A team at Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms.

Michael graduated from Lafayette College with a degree in economics and history.

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