Forbes Names Four Cresset Advisors to Top Women Wealth Advisors List for 2023

Top Women Advisors Best In State

Chicago – Feb 2023 – Forbes has named four Cresset Asset Management Wealth Advisors to its annual list of America’s Top Women Wealth Advisors Best-in-State for 2023.  W Janet Dougherty, CFA, (ranked #5 for Illinois) Kimberly DuBord, CPWA, (ranked #12 for Illinois) Sarah Simon, JD, (ranked #32 for California) and Brooks Hays Slate, CFA, (ranked #76 for California) have been named to the list. Dougherty and DuBord also made the Forbes list in 2022.

“We’re incredibly proud of Forbes recognition of Janet, Kimberly, Sarah, and Brooks as top women wealth advisors. They embody the sophisticated, highly personalized guidance and care that our clients desire and deserve,” said Doug Regan, Founding Partner and Co-Chairman of Cresset.

The seventh-annual Forbes Ranking of Top Women Wealth Advisors features 1,697 women collectively managing assets of nearly $2.3 trillion. Developed by SHOOK Research, the ranking is based on an algorithm of qualitative data gleaned through surveys and interviews conducted by telephone, in-person, and virtually to evaluate best practices, such as service models, investing models and compliance records, as well as quantitative data, such as revenue trends and assets under management. Data as of 9/30/22. Cresset paid no application fee to participate.

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About Cresset

Cresset is an independent, award-winning multi-family office and private investment firm with more than $45 billion in assets under management (as of 04/01/2024). 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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From Chief Investment Officer, Jack Ablin.
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