Cresset continues to grow its Atlanta presence with the hire of Ryan C. Davis as Director, Wealth Planning. Davis specializes in working with high-net-worth families and CEO Founders to develop comprehensive financial plans that are aligned with their specific goals. His areas of focus include pre-transaction planning, estate and tax planning, cash-flow analysis, risk management, wealth transfer, and charitable planning.
“I am thrilled to join Cresset’s Atlanta team and excited to introduce more CEO Founders and entrepreneurs in the Southeast region to Cresset’s boutique wealth planning experience,” Davis said.
Founded in 2017, Cresset provides individuals and families access to a comprehensive suite of family office services, institutional-quality private investments, deeply personalized wealth management, investment advisory, and goals-based planning. In addition to Atlanta, Cresset has locations in Chicago, Houston, West Palm Beach, Los Angeles, Minneapolis, Denver, San Francisco, and Washington D.C.
Prior to Cresset, Davis was a Wealth Planner with Abbot Downing, the ultra-high-net-worth wealth management division of Wells Fargo. Before moving into the wealth management industry, he was a practicing tax attorney focusing on trusts, estates, and closely held businesses.
“Ryan is a fantastic addition to our team. His deep experience in pre-transaction planning, estate, and tax planning will serve our clients well. The response from the Atlanta community to Cresset’s private wealth management offerings has been phenomenal, and we only expect that to grow,” said Doug Regan, Cresset Founding Partner and Co-Chairman.
Davis earned a B.A. from the University of Oklahoma, Phi Beta Kappa; a J.D. from Tulane University; and an LL.M. in Taxation from the University of Florida.