Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, 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… Show more Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, 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. Show less

Jackson Grant is an 'investment counsel' boutique known for managing retirement portfolios for high-net-worth families. I had the opportunity to work under the firm’s Associate Portfolio Manager and Operations Manager on various projects designed to introduce me to the private wealth management industry while preparing to pass my Series 65 exam. A few projects included client cash flow analysis, retirement account tax modeling, and developing a framework for determining the most tax-efficient… Show more Jackson Grant is an 'investment counsel' boutique known for managing retirement portfolios for high-net-worth families. I had the opportunity to work under the firm’s Associate Portfolio Manager and Operations Manager on various projects designed to introduce me to the private wealth management industry while preparing to pass my Series 65 exam. A few projects included client cash flow analysis, retirement account tax modeling, and developing a framework for determining the most tax-efficient billing policy for clients with both tax-advantaged and non-qualified accounts. Show less

Worked with Fairfield University staff to develop and introduce new personal training services that have been utilized by dozens of community members including staff, faculty, and students. The program has now been offered for several years and grown in scope to include multiple student personal trainers.

Worked for Realogy’s Cartus brand providing relocation benefits to corporate clients. Responsibilities included coordinating with coworkers, customers, and third-party service providers to troubleshoot pended online expenses, reimburse funds according to policy, and schedule moving services to facilitate a smooth relocation process for our clients and their employees.