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Forbes Names Two Cresset Advisors to Top Women Wealth Advisors List for 2022

  • In the News

CHICAGO – March 1, 2022. Two Cresset Asset Management (Cresset) advisors have been named to the Forbes America’s Top Women Wealth Advisors Best-in-State list for 2022.

“We are immensely proud of our advisors’ commitment to help clients navigate the key financial moments of their lives. The Forbes Top Women Wealth Advisor recognition serves as testimony to their dedication,” said Doug Regan, Founding Partner and Co-Chairman of Cresset.

The Forbes rankings were compiled by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.

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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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