Barron’s Ranks David Karp on America’s Top 1,200 Financial Advisors List
David Karp, Founding Partner and Senior Managing Director at Cresset Asset Management, LLC has been named to Barron’s 2021 list of America’s Top 1,200 Financial Advisors, ranking #8 for the …
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Ex-Goldman Sachs Advisor on Why He Joined Cresset
Hanley Sayers represents a trend among advisors who are increasingly making the shift from big banks and wirehouses to independent RIAs. He recently joined Cresset Asset Management as a Partner, …
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Cresset Named Best High-Net-Worth Investment Platform at PAM Awards
CHICAGO – March 2, 2021 — Cresset Asset Management (“Cresset”) received the Best High-Net-Worth Investment Platform award at the Private Asset Management Awards on February 10. This award recognizes excellence …
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Cresset Ranked In The Forbes 2021 Best-In-State Wealth Advisors List
Paul Pagnato, Janet Dougherty and Chris DeMonte have once again been named to the Forbes Best-In-State Wealth Advisors list. According to Forbes, these “advisors are laser focused on having a …
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Family Wealth Report Features Cresset’s Entrance into the Texas Market
Hanley Sayers Family Wealth Report features Cresset’s entrance into the Texas market, along with our hire of senior Goldman Sachs advisor Hanley Sayers. Before joining Cresset, Sayers served as a Vice …
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Cresset Hires Senior Goldman Sachs Advisor Hanley Sayers
HOUSTON – Feb. 10, 2021 — Cresset Asset Management (“Cresset”) announced today that it has hired Hanley Sayers as a Partner, Managing Director, and Wealth Advisor. With this hire, Cresset …
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Cresset Featured in FWR for Focus on Direct Investments
Among multi-family offices there is a tendency to shy away from direct investment opportunities. Not at Cresset. In the following Family Wealth Report article, Cresset Founder and Co-Chairman Eric Becker …
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Barron’s Ranks Cresset Among the Best RIA Firms in America
CHICAGO – Sept. 17, 2020 — Cresset Asset Management, LLC,has been ranked among America’s Best RIA Firms1 by Barron’s, debuting on the 2020 list at number 34 out of the top …
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Barron’s Ranks Cresset 2020 Best RIA Firms in America
Cresset is proud to be ranked on Barron’s 2020 Best RIA Firms in America, debuting on the list at #34 out of 100¹ independent firms from across the nation. Barron’s independent firm ranking …
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Cresset Hires Randy Conte as COO of Cresset Asset Management
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank. CHICAGO – …
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Cresset and PagnatoKarp Join Forces, Creating a $9.5 Billion RIA
Cresset now ranks among the largest RIAs in the country based on assets. CHICAGO – June 17, 2020 — Cresset Asset Management (“Cresset”) announced today it has combined with PagnatoKarp …
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Cresset Hires Noël Goudreau as Associate General Counsel
Cresset has hired Noël Goudreau as Associate General Counsel. In her role, Goudreau will provide counsel on a wide variety of legal matters, including M&A activities, employment and benefits, compliance …
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Cresset Names Sanford Cardin as Senior Consultant of Philanthropy and Impact
Cresset has named Sanford “Sandy” Cardin as Senior Consultant of Philanthropy and Impact. Cardin, who is an expert in philanthropy with nearly three decades of experience as a foundation leader …
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Cresset hires Alex Smith for its San Francisco office
Alex Smith has joined Cresset’s San Francisco office as Managing Director, Wealth Advisor. Smith will advise Cresset’s clients on their overall balance sheet, including private and public investments, credit and …
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Cresset names KPMG veteran Patrick Canning as Vice Chairman
Cresset announced today the hire of Patrick Canning as Vice Chairman. Canning will be responsible for business development across the organization. Prior to Cresset, Canning served as Managing Partner of …
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Cresset hires Sarah Simon for San Francisco office
Sarah Simon, JD, has joined Cresset’s San Francisco office as Director, Wealth Strategist. In her role she will work with clients to develop comprehensive, holistic financial strategies to help them …
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