CRESSET ASSET MANAGEMENT

cresset-asset-management-logo

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.

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CRESSET ASSET MANAGEMENT

Social Links:

Industry:
Consulting Crowdfunding Financial Services Legal Real Estate

Founded:
2017-01-01

Status:
Active

Contact:
312.429.2400

Email Addresses:
[email protected]

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Current Advisors List

andrew-putterman_image

Andrew Putterman Strategic Advisor @ Cresset Asset Management
Advisor
2019-01-01

alex-dimitrief_image

Alex Dimitrief Member Of The Board Of Advisors @ Cresset Asset Management
Board_member
2019-11-01

Current Employees Featured

matthew-mongia_image

Matthew Mongia
Matthew Mongia Managing Director - Private Capital @ Cresset Asset Management
Managing Director - Private Capital

robert-pagliuco_image

Robert Pagliuco
Robert Pagliuco Chief Compliance Officer @ Cresset Asset Management
Chief Compliance Officer
2018-05-01

eric-d-becker_image

Eric D. Becker
Eric D. Becker Founder & Chairman @ Cresset Asset Management
Founder & Chairman
2017-01-01

not_available_image

Alex Penning
Alex Penning Managing Director - Banking & Lending @ Cresset Asset Management
Managing Director - Banking & Lending
2022-06-01

randall-t-conte_image

Randall T. Conte
Randall T. Conte Chief Operating Officer @ Cresset Asset Management
Chief Operating Officer

jessica-g-malkin_image

Jessica G Malkin
Jessica G Malkin Executive Vice President @ Cresset Asset Management
Executive Vice President
2020-01-01

chad-lilly_image

Chad Lilly
Chad Lilly Senior Recruiting Consultant @ Cresset Asset Management
Senior Recruiting Consultant
2022-05-01

patrick-canning_image

Patrick Canning
Patrick Canning Vice Chairman @ Cresset Asset Management
Vice Chairman
2020-04-01

Founder


eric-d-becker_image

Eric D. Becker

Acquisitions List

Date Company Article Price
2021-07-27 Asset Management Advisors Asset Management Advisors acquired by Cresset Asset Management N/A
2019-05-02 Cypress Wealth Advisors Cypress Wealth Advisors acquired by Cresset Asset Management N/A
2019-03-19 Evanston Advisors Evanston Advisors acquired by Cresset Asset Management N/A

Investments List

Date Company Article Money raised
2020-02-06 True Capital Management Cresset Asset Management investment in Corporate Round - True Capital Management N/A

Key Employee Changes

Date New article
2019-12-20 Cresset taps Malkin as EVP

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