Top Seattle-Based Wealth Management Team Joins Cresset Wealth Advisors

Cresset Wealth Advisors opens a new office in Seattle to serve the Pacific Northwest Region

 


SEATTLE – October 16, 2018 — Cresset Wealth Advisors has expanded to the Pacific Northwest Region. Cresset has opened its fifth office, led by a highly experienced, Seattle-based team of wealth management professionals. The firm currently has offices in Chicago, West Palm Beach, Fla., San Francisco and Denver.

Cresset’s Seattle office will be led by:

  • Paul Meyer, Partner & Managing Director. He was formerly a Senior Banker and Executive Director with J.P. Morgan’s Private Bank.
  • Jaimi Dennehy, Partner & Managing Director. She was formerly an Investor with J.P. Morgan’s Private Bank.
  • Chris Kalafatis, Partner & Managing Director. He was formerly an Executive Director with J.P. Morgan’s Private Bank.

Meyer, Dennehy and Kalafatis have decades of experience serving wealthy families, Family Offices, institutions, and public and private-company executives.

“We are excited to work with these accomplished leaders to support Cresset’s vision to provide our clients with the comprehensive, highly personalized approach to wealth management they deserve,” said Eric Becker, Cresset Founder and Co-Chairman. “Their talent, experience and entrepreneurial mindset will serve Cresset’s clients extremely well in the Pacific Northwest.”

Cresset Wealth Advisors is led by industry veterans Doug Regan, Chief Executive Officer; and Jack Ablin, Founding Partner and Chief Investment Officer. Cresset offers investment advisory, planning and Family Office services led by highly experienced industry professionals. Also, Cresset offers direct access to an array of private investment opportunities in real estate, private companies, and private equity secondaries, all delivered through a client-centric infrastructure.

“We are privileged to add this very experienced wealth advisory team to Cresset,” Regan said. “During their careers, they have worked with very successful families in the Pacific Northwest, and now they will help us build a next-generation wealth management firm on our independent, family and employee-owned platform.”

“As a firm built by entrepreneurs for entrepreneurs, we take pride in hiring leaders who are not only talented, but who also embrace our commitment to innovation,” said Avy Stein, Cresset Founder and Co-Chairman, adding that Cresset is building mobile-first technology to give clients 24/7 access to their entire wealth picture. “Paul, Jaimi and Chris are innovators at heart and will help us build upon our unique platform.”

About Cresset

Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates’ suite of offerings, Cresset Wealth Advisors provides individuals and families with access to deeply personalized, comprehensive wealth management services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries investment opportunities. Most recently, Cresset announced plans to launch Cresset Family Office, offering access to an industry-leading, multi-family office for clients whose business is managing their wealth. Investment advisory, family office, and other services are provided through Cresset Asset Management LLC an investment advisor registered with the U.S. Securities and Exchange Commission, which surpassed $3 billion in assets under management last month.