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Cresset

Email address and contacts

Quick try with Leah Sargent from cressetcapital.com

Cresset company description

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/

Key Employees

  • Leah Sargent
    Associate Director, Digital Experience Coordinator
  • Marc Sato
    Managing Director, People & Culture
  • Katie Harris
    Associate Director, Talent Acquisition

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New team members of Cresset

Paul Tramontano
Executive Managing Director, Cresset Capital
Matthew Gaines
Managing Director, Head of CFO Services
Blake Green
Associate Director, Portfolio Management
Thomas Mckeown
Director, Wealth Advisor
Brooks Hays Slate Cfa
Private Wealth Advisor, Managing Director and Partner
Katherine V
Associate, Tax Analyst
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