Victor A. Espinosa
Partner and Managing Director of National Sales, West Region
Victor A. Espinosa is a Partner and Managing Director of National Sales for the West Region. In this role, Victor is responsible for new business development focused on client acquisition and cultivating strategic partnerships. He also works with individuals and families to identify how Cresset’s capabilities can help them reach their overall financial goals. Victor comes to Cresset with 14 years of experience in the financial services industry.
Prior to joining Cresset, Victor was the Senior Director of Global Business Development at Golden Gate Global, where he focused on business development initiatives, capital raising and private client advisory focused in the U.S, Asia and Latin America.
Victor initially worked for The Ayco Company, a Goldman Sachs Company from 2005 to 2015. During his tenure, he provided C-suite executives, ultra-high net worth individuals and their families comprehensive private wealth management services and advisory. He has extensive experience building and developing client relationships and implementing strategic financial plans.
Victor earned a Bachelor of Science degree in International Business and Finance from Northeastern University. He is a mentor to students at the D’Amore-McKim School of Business at Northeastern University and is a mentor and a member of the non-profit organization Latinos in Finance in San Francisco. Victor currently resides in San Francisco but has deep roots in Irvine, California, New England and Mexico City, Mexico.