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Cresset Greenwich Family Office & Private Wealth Management

We serve founders, entrepreneurs, and ultra high net worth families. Schedule a call with one of our Greenwich wealth advisors.

Contact Our Greenwich Office

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Our Greenwich Wealth Advisory & Family Office Team

Meet the Greenwich wealth advisors providing a boutique experience dedicated to your needs.

Paul Tramontano

Paul Tramontano

Executive Managing Director, Wealth Advisor
Sam Katzman 700x425 1

Sam Katzman

Executive Managing Director, Wealth Advisor
Angela Raitzin

Angela Raitzin, CFP®, CEPA, CRPC®

Managing Director, Wealth Advisor
George Boudria

George Boudria

Managing Director, Wealth Advisor
Duke Mulvoy

Mark (Duke) Mulvoy

Managing Director, Wealth Advisor
Andy O'connell

Andrew O’Connell

Managing Director, Wealth Advisor
Noel Campbell, CFP®, CEPA

Noel Campbell, CFP®, CEPA

Director, Wealth Advisor
Beatrice Maidman

Beatrice Maidman, J.D., CFP®

Associate Director, Wealth Advisor
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Greenwich Location

88 Field Point Road
Suite 102
Greenwich, CT 06830


203.689.2067

Our Greenwich Family Office

Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our Greenwich office is across from Town Hall. We serve clients in Greenwich, Connecticut and across the US from our 22 office locations.
 
Our Greenwich financial advisors provide holistic wealth advisory services including wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and even more family office services. We are committed to our clients’ best interests through True Fiduciary® standards and have numerous awards from Barron’s, Forbes, and Crain’s Chicago Business.
 
Learn more about how we can streamline your life so you have more time for what matters to you most.
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$60B+ Family Office

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Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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