Aron Grodinsky, CFA, CAIA, has joined Cresset as Managing Director of Investment Strategy for the Mountain Region, where he serves Cresset’s high-net-worth and ultra-high-net-worth families. He brings more than 16 years of experience in designing global multi-asset-class investment portfolios.
“It is truly exciting to be joining a firm like Cresset that is so committed to reinventing how clients experience wealth,” Grodinsky said. “I look forward to working with the team at Cresset on our clients’ behalf.”
Most recently, Grodinsky served as an Executive Director with Agility, a division of Perella Weinberg Partners that serves as an outsourced investment office for endowments, foundations and ultra-high-net-worth clients. Previous to that he was the Senior Investment Officer for George Washington University’s endowment. Prior roles include Executive Director of Investments for UJA-Federation of New York, and Vice President, UHNW Office and Consulting Services at Merrill Lynch.
Grodinsky earned an MBA from the University of Virginia’s Darden Graduate School of Business, and a bachelor’s degree in mechanical engineering from McGill University. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
“At Cresset, we believe clients deserve better and should demand uncompromising alignment,” said Jeremy Shevlin, Regional Managing Director of the Mountain Region for Cresset. “Aron’s caliber and investment sophistication make him ideal to execute and fulfill our vision.”
Grodinsky, who is married with three children, lives in Cherry Hills Village just south of Denver. He serves on the board of directors for JEWISHColorado and is Chair of its investment committee.
Since its founding in 2017, Cresset has expected $4.5 billion in assets under management and recruited more than 100 team members across six offices.
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered investment advisor, with expected assets under management to be more than $4.5 billion in combination with Cypress Wealth Advisors. Cresset Partners, Cresset’s private investing group, offers clients direct access to real estate, private equity and other investment opportunities. Alongside Diversified Real Estate Capital, which was founded and is led by Larry Levy, Cresset Partners launched the Cresset-Diversified QOZ Fund, which will invest in Qualified Opportunity Zones across the United States with the goal of creating positive and measurable social impact and the potential for risk-adjusted, tax-advantaged returns.*
*The contents hereof are not to be used as the basis for making any investment decision and are not a recommendation of, or solicitation for, the subscription, purchase or sale of any security, including the fund mentioned herein.