Cresset News

The latest updates from across the Cresset community.

Stay connected with what’s happening at Cresset. Here you’ll find news on our firm’s growth, leadership, and industry recognition, along with highlights of our impact in the communities we serve. This is where we share our journey as it unfolds.

Welcome Jon Baldwin

Cresset Hires Jon Baldwin as Chief Information Security Officer

Barrons Top RIA Firm 2023

Cresset Rises to #9 in Barron’s List of the Top 100 RIA Firms

True-Cresset

Cresset Merges with TRUE Capital Management, Establishes Presence in Sports and Entertainment Industry

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Five Cresset Advisors Named to Forbes 2023 Best-in-State Wealth Advisors List

Congratulations to David Karp - Top Ranking Barron's Advisors

Cresset’s David Karp Named to Barron’s Top Financial Advisors List for 2023

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Silicon Valley Bank Update from
Jack Ablin

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Forbes Names Four Cresset Advisors to Top Women Wealth Advisors List for 2023

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Forbes Names Cresset One of America’s Top RIA Firms

David Karp Barron's Top Advisor

Barron’s Ranks David Karp #15 on 2022 Top Independent Advisors List

Cresset Ranks #12 on Barron's Top RIA Firms

Cresset Jumps 20 Spots on Barron’s List of the Top 100 RIA Firms

Jack Ablin RIA Intel CIO of the Year

Cresset Chief Investment Officer Jack Ablin named “CIO of the Year” by RIA Intel

Top Women Financial Advisors Janet Dougherty

Barron’s Names W Janet Dougherty to Top Women Financial Advisors List for 2022

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Amanda Plonski named “40 Under 40” honoree by the Washington Business Journal

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Cresset to Merge with Meristem Family Wealth

3.29.22 Wealth Advisory Team

Cresset Hires Trio of Wealth Advisors from Bank of America, Fidelity, and J.P. Morgan

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Two Cresset Advisors Named to Barron’s Top Financial Advisors List for 2022