Cresset’s new Minneapolis office continues to grow with several prominent new hires
Further building out its growing Minneapolis office, Cresset announced today that it has hired Marcia Urban as Partner and Managing Director, Wealth Strategist for the Midwest Region. Urban is an experienced wealth management professional who most recently served as Director of Legacy and Wealth Planning at Abbot Downing of Wells Fargo.
Urban joins several veterans of J.P. Morgan’s Private Bank who joined Cresset’s Minneapolis office this spring, including Dick Hall, Partner and Managing Director; Jason Heckler, Partner and Managing Director; Patrick Mahoney, Partner and Managing Director; and Tassy Hannemann, Vice President & Client Relationship Specialist.
“I am truly honored to join such an experienced, talented and client-centric team that is living Cresset’s vision to reinvent how clients experience wealth,” Urban said.
Urban is a member of the Twin Cities Estate Planning Council and serves on the Board of Trustees for Hamline University in St. Paul. She earned an LL.M. degree from Temple University School of Law, as well as a J.D. degree from Hamline University School of Law.
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. 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 invests in Qualified Opportunity Zones 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.