Cresset Insights

Thought Leadership from Barron’s and Forbes Top Advisors¹

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Jessica Malkin Chief Growth Officer

Cresset Names Jessica Malkin as Chief Growth Officer

Cresset to Acquire CH Investment Partners

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

Barron's Top RIA Firm 2024

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

Welcome Amy Hong

Cresset Hires Amy Hong as Chief Compliance Officer

Welcome The Connable Family Office

Cresset to Enhance Family Office Services through Connable Office Acquisition

Welcome Susie Cranston

Cresset Hires Susie Cranston as President and COO

Cresset Welcomes Two New Advisory Teams

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

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

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

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

Welcome Jon Baldwin

Cresset Hires Jon Baldwin as Chief Information Security Officer

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

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

Welcome Brandon Williams and Jon Marc Carrier to Cresset

Cresset Sports & Entertainment Names Brandon Williams and Jon Marc Carrier as Wealth Advisors

Welcome Mark Rogozinski-

Cresset Names Mark Rogozinski Head of Family Office Services

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