Associate, Client Relationship Specialist
Blake joined Cresset as an Associate and Client Relationship Specialist. He works both with the portfolio management team and the client relationship team. He is responsible for trading and portfolio generation, as well as creating the most optimal experience for clients. He holds a CRPC® designation and has a Series 66 and Life and Accident & Health insurance license.
Before coming to Cresset, Blake worked for Merrill Lynch Wealth Management in downtown Chicago and Hightower Advisors in Newport Beach, CA. He was responsible for handling day-to-day client services, creating investment solutions, and assisting with business development.
Blake earned his Master’s in Accounting from Tulane University, along with a BSM in Legal Studies in Business and Specialization in Entrepreneurship. He grew up in the suburbs of Chicago, and currently lives downtown with his 12 year old puppy. When not spending time with his dog, Blake enjoys playing basketball at the East Bank Club, and working on the Professional Board of PAWS.