Advice from the Frontline of Selling Your RIA with David Karp

Cresset Capital Insights, People

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

Forbes Ranks W. Janet Dougherty on America’s Top Women Wealth Advisors List for 2021

Cresset Capital In the News, People

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, …

Jack Ablin on the Money Show

Using Goals-Based Investing to Organize Your Investments

Cresset Capital Insights, Market Commentary, People

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

Barron’s Ranks David Karp on America’s Top 1,200 Financial Advisors List for 2021

Cresset Capital In the News, People

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

Ex-Goldman Sachs Advisor on Why He Joined Cresset

Cresset Capital Insights, People

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: Forbes 2021 Best-in-State Wealth Advisors

Cresset Ranked In The Forbes 2021 Best-In-State Wealth Advisors List

Cresset Capital In the News, People

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 …

Hanley Sayers

Cresset Hires Senior Goldman Sachs Advisor Hanley Sayers, Establishes Presence in the Houston Market

Cresset Capital People

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

Cresset Capital In the News, People

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 Adds Advisor Team in Denver

Cresset Capital People

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 …