There are more than 12,000 RIAs in the United States[1]. At many of those RIAs, the CEO founders are approaching the inevitable exit from their businesses. With M&A activity in …
Forbes Ranks W. Janet Dougherty on America’s Top Women Wealth Advisors List for 2021
W. Janet Dougherty, CFA, Partner and Managing Director at Cresset Asset Management, LLC, has been named to Forbes 2021 list of America’s Top Women Wealth Advisors, ranking #113. In 2020, …
Using Goals-Based Investing to Organize Your Investments
Goals-based investing, a strategy that aligns investors’ holdings with their goals, is a sophisticated way to reimagine asset allocation. Investors who employ goals-based investing help insulate their lifestyles from the …
Barron’s Ranks David Karp on America’s Top 1,200 Financial Advisors List for 2021
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 …
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, …
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 …
Cresset Hires Senior Goldman Sachs Advisor Hanley Sayers, Establishes Presence in the Houston Market
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 …
Investments By Day, Training NBA Players By Night: The Insanely Busy Life of Dylan Kremer
By Michael Thrasher, RIA Intel, 11/25/20 Around 6 a.m. most people are just waking up to prepare for their workday and at 6 p.m. they are heading home or there …
Cresset Hires Randy Conte as Chief Operating Officer 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 – …
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 …
Cresset Hires Craig Abraham and Jon McCumber as Partners, Managing Directors and Wealth Advisors with its Chicago office
Cresset announced today that it has hired Craig Abraham and Jon McCumber as Partners, Managing Directors and Wealth Advisors with Cresset’s Chicago office. Craig Abraham At Cresset, Abraham will work …
Cresset Names Sanford “Sandy” 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 …
Cresset hires Alyse Reiser Comiter as Managing Director, Wealth Strategist for West Palm Beach office
Cresset has hired Alyse Reiser Comiter as Managing Director, Wealth Strategist with Cresset’s West Palm Beach office. In her role, Comiter will work with Cresset’s clients to develop holistic plans …
Cresset hires Alex Smith as Managing Director, Wealth Advisor with 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 …
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 …
Cresset hires Sarah Simon as Director, Wealth Strategist for its 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 …
Cresset Names Bill Rudnick Head of Family Office Services
Cresset has announced that Bill Rudnick will lead the firm’s Family Office Services group. Rudnick, who serves as Senior Partner and General Counsel for Cresset, has more than 30 years …
Cresset Adds Advisor Team in Denver
Cresset announced today the addition of two wealth advisors to its Denver office. Gus Spaulding and Peter Sherlock have joined Cresset from Bank of America Private Bank and will serve …
Chicago Ideas Founding CEO Jessica Malkin joins Cresset’s Leadership Team
Cresset announced today that Jessica Malkin will join the firm as Executive Vice President. Malkin most recently served as Chief Executive Officer of Chicago Ideas, growing it from a week-long …
Cresset Announces Chief Experience Officer and Chief Financial Officer Hires
Dave Jackson is named Chief Experience Officer, and Michael Costabile is named Chief Financial Officer Cresset announced today that Dave Jackson has been named as the firm’s first Chief Experience …
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