Nikolas Reed serves as an Associate, Private Wealth Client Services with Cresset. Before joining Cresset, he was a Client Service and Portfolio Accounting Representative with Asset Management Advisors.
Earlier in his career, Nikolas was the Trading Paraplanner for an Ameriprise private wealth advisory firm. He has experience with investment planning, securities transactions, and knowledge of investment concepts and investment products.
Nikolas is currently pursuing a Bachelor of Finance degree.
Cresset refers to Cresset Capital Management and all of its subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of TRUE Cresset Sports and Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.