Managing Director, Wealth Strategist
Tom Crotty, Managing Director, Family Office Advisory for Cresset Family Office, brings over 40 years of professional experience serving families with privately held businesses as CFO/COO either as an executive in the company or as an outside executive coach/consultant. Most recently, Tom was the consulting controller/CFO for families served by Ascent Private Capital Management of US Bank. Prior to joining Ascent, Tom was the Senior Managing Director “Business Unit President” for the San Francisco Bay Area audit, tax, and consulting practice for CBIZ MHM, a national CPA firm. The families Tom has served owned businesses in general contracting, mortgage banking, distribution and computer assembly. As a senior executive Tom was instrumental in growing two of these businesses from less than $5mm to over $120mm in revenue. Tom has also owned his own desktop software training business which he grew to be the largest in the San Francisco Bay Area. Tom contributes to the community through non-profit board work, including (i) former President of the Board of Catholic Charities of Santa Clara County, currently on the audit committee; (ii) former Chair of the Board of Trustees for Montalvo Art Center where he currently serves as Chair of Finance; and, (iii) currently serves on the Board of Trustees for the Catholic Community Foundation of Santa Clara County. Tom has an MBA from UCLA’s Anderson Graduate School of Management and a BSC from Santa Clara University. Tom is a CPA on inactive status.