Cresset Insights

Thought Leadership from Barron’s and Forbes Top Advisors¹

Six Cresset Advisors Named to Barron’s Top 1,200 Financial Advisors List for 2025

Cresset Hires Melissa Karetny as Chief People Officer

Eight Cresset Advisors Named to Forbes Top Women Wealth Advisors List for 2025

Cresset Announces Minority Investment from Constellation Wealth Capital

Cresset Names Jessica Malkin as Chief Growth Officer

Cresset Acquires CH Investment Partners, Expands into Key Markets in Dallas, Tulsa, and Charlotte

Cresset Ranks #3 in Barron’s List of the Top 100 RIA Firms

Cresset Hires Amy Hong as Chief Compliance Officer

Cresset to Enhance Family Office Services through Connable Office Acquisition

Cresset Hires Susie Cranston as President and COO

Cresset Welcomes Two New Advisory Teams, Expands National Presence and San Francisco Footprint

Nine Cresset Advisors Named to Forbes 2024 Best-in-State Wealth Advisors List

Forbes Names Five Cresset Advisors to Top Women Wealth Advisors List for 2024

Forbes Once Again Names Cresset One of America’s Top RIA Firms

Cresset Hires Jon Baldwin as Chief Information Security Officer

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

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Cresset refers to Cresset Capital Management, Peakline Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Peakline 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 Peakline Partners, LLC, are SEC registered investment advisors.