Cresset announced today that it has hired Jeremy Shevlin, CFA, CFP, as Regional Managing Director for the Mountain Region. He brings more than 20 years of experience delivering sophisticated investment advice and tailored wealth management services to families and individuals of significant wealth.
Prior to Cresset, Jeremy served for 15 years as a principal at a multi-family office, where he led the Client Advisory department and sat on the strategic and tactical investment committees. He started his career as a financial planner at an independent investment consulting firm in Melbourne, Australia.
“Cresset is built by families for families, and I am honored to be part of this extremely talented team that has uncompromising alignment and is truly dedicated to the idea that clients deserve better,” Shevlin said.
In his new role, Shevlin leads a multidisciplinary team of advisors with deep experience serving individuals and families with substantial wealth. He and the team partner with clients to navigate the complexities and opportunities associated with wealth, including: providing balance sheet advice, developing multi-asset-class portfolios (in both liquid and illiquid private investments); concentrated position advice and pre-liquidity guidance. Offering clients access to specialized family office services, Shevlin and his team also provide family legacy planning, governance and education counseling, CFO services, advanced estate planning, as well as philanthropic and multi-generational wealth transfer planning guidance.
Shevlin earned a Chartered Financial Analyst (CFA) credential and has also attained a Certified Financial Planner (CFP®) designation. He earned a Bachelor of Commerce degree in accounting and finance from Deakin University in Australia, where he also earned a Graduate Diploma in Financial Planning. He is a Board Member for ACE Scholarships and First Descents, is a member of The CFA Society of Colorado, and is a BizWest “40 Under Forty Award” honoree for Boulder Valley.
Since its founding in 2017, Cresset has achieved more than $3 billion in assets under management and recruited more than 90 team members across seven 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, which in 2018 surpassed $3 billion in assets under management. 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.