Cresset’s CEO Michael Cole Featured in RIA Magazine

Registered Investment Advisor – July 2019

Cresset CEO Michael Cole is featured in this RIA magazine cover story (full story beginning on page 18) on Cresset’s unique vision in the wealth management industry. In the article, he details how Cresset has grown since its founding in 2017 to more than $5 billion in assets managed today with six offices across the country.

Cole also speaks to the attraction of Cresset and how he was approached by Cresset Co-Founders Avy Stein and Eric Becker to help build a firm “by families, for families”. Seeking greater alignment with clients’ best interests, Cresset provided Cole with the ideal platform to help build the next generation of wealth management firm. As Cole puts it, Cresset is building “the house we want to live in”.

Cole concludes by highlighting Cresset’s strengths in private investing, as well as recent RIA acquisitions that further position Cresset for growth.

Read the full story here:

Registered Investment Advisor – July 2019

https://citywireusa.com/registered-investment-advisor/news/registered-investment-advisor-issue-21-july-2019/a2303820?utm_campaign=ria-mag-ezine&utm_source=us-mag-ezine&utm_medium=archive&utm_content=2019-07-issue-21-ria-ezine-archive

 


Cresset refers to Cresset Capital Management LLC and all of its subsidiaries and affiliates. Investment advisory and other services are provided through Cresset Asset Management LLC, an Investment Advisor registered with the U.S. Securities and Exchange Commission.