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Cresset CEO Regan talks investment philosophy in Crain’s Chicago Business

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Crain’s Chicago’s 2018 Executive Guide on Wealth Management features interviews with leading wealth management firms in the area, including Cresset Wealth Advisors’ CEO Doug Regan. In the article “How to avoid costly investment mistakes” Regan emphasizes why it is crucial for investors to develop a plan, with input from professional counsel, and follow it. In the article “How to build a lasting legacy”, he elaborates on his view that investors should engage in “strategic philanthropy” to enable them to use their wealth to inspire future generations. Cresset currently has $2 billion of assets under management.

The post Cresset CEO Regan talks investment philosophy in Crain’s Chicago Business’ 2018 Wealth Management Guide appeared first on Cresset.

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Cresset is an independent, award-winning multi-family office and private investment firm with more than $60 billion in assets under management (as of 11/01/2024). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.

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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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