Cresset Capital is a wealth management and family office services firm with over $50 billion in assets under management.

Cresset Capital

Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most. 

Registration does not imply a certain level of skill or training. Additional information about Cresset Asset Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov (CRD No. 288566). 

Cresset refers to Cresset Capital Management and all of its subsidiaries and affiliates. Cresset Asset Management, LLC, 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.

For information related to awards and ranks, visit our awards page: https://cressetcapital.com/disclosures/

Cresset

Cresset is thrilled to announced the acquisition of The Connable Office, Inc. ("Connable"), one of the nation's oldest multi-family offices based in Kalamazoo, Michigan.

Read more here: https://lnkd.in/gWw3uPSn

Investors are positioning for less accommodative monetary policy, higher inflation, and a steeper yield curve.

Read more from Jack Ablin, CFA in this week's market update. https://lnkd.in/gC_cbc9b

Navigating a fully valued market is tricky, but Cresset’s Sam Katzman and Paul Tramontano's 5-step framework for capital deployment offers an effective approach.

From long-term asset allocation to careful selection of passive vehicles, their insights can help investors stay the course and think long-term. Read more here: https://lnkd.in/gSSfiNj2

There is 1 spot left for this summer's Launch Generation program!

Hear from Launch Generation alum and Cresset employee Cayla Surovsky about how Launch Generation taught her tools and skills to best understand personal finance to become financially independent.

Visit the website for more information: https://lnkd.in/gi73SdbK

Happy Pride from Cresset!

Cresset offices celebrated Pride month by ordering lunch from LGBTQ+ owned businesses and enjoying rainbow treats together. Thank you to our local office teams for organizing these amazing events!

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Chief People Officer

Adwoa Mograbi

Founder & Chairman

Avy Stein

Executive Assistant to Co-Chairman and Chief Investment Officer

Beth Hangren

Co-Founder, Co-Chairman

Charles Maxwell

Senior Managing Director, CFO Services

Dan Terlep

Founding Partner & Co-Chairman

Douglas Regan

Co-Founder and Co-Chairman

Eric Becker

Founding Partner and Chief Investment Officer

Jack Ablin

Executive Managing Director & Chief Marketing Officer

Jessica Malkin

Justin Berman

Andrew Putterman

Alex Dimitrief

Matthew Mongia

Managing Director - Private Capital

Robert Pagliuco

Chief Compliance Officer

Eric D. Becker

Alex Penning

Managing Director - Banking & Lending

Randall T. Conte

Chief Operating Officer

Jessica G. Malkin

Executive Managing Director & Chief Growth Officer

Chad Lilly

Senior Recruiting Consultant

Patrick Canning

Vice Chairman

Family Investment Offices with Investments in West Coast

Investors Active in West Coast (Top 10K)

Illinois Investors

Private Equity Firms with Investments in Indiana

Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which in 2018 surpassed $3 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity and other investment opportunities. Since Cresset’s inception in 2017, the firm has recruited more than 80 team members across six offices.

Chicago

Illinois

United States

North America

Cresset Names Jessica Malkin as Chief Growth Officer

Cresset Partners teams with NXT Capital for strategic investments, passes $500m AUM for credit portfolio

NXT Capital Announces Strategic Investment Partnership with Cresset Partners

Cresset Asset Management Recognized as a Certified Transparent Company™

Atlanta wealth management firm Berman acquired by Cresset Asset Management

Cresset acquires Texas RIA

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Pakistan

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