Alex Smith

Alex Smith Email and Phone Number

Partner and Managing Director at Cresset @ Cresset
chicago, illinois, united states
Alex Smith's Location
San Francisco, California, United States, United States
About Alex Smith

The team and I at Cresset are modernizing the approach to wealth management believing that clients deserve better. What is Cresset?Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families 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 that has surpassed $50 billion in assets under management. Since Cresset’s inception in 2017, the firm now has offices across the country and is headquartered in Chicago.

Alex Smith's Current Company Details
Cresset

Cresset

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Partner and Managing Director at Cresset
chicago, illinois, united states
Website:
cressetcapital.com
Employees:
117
Alex Smith Work Experience Details
  • Cresset
    Partner And Managing Director
    Cresset Apr 2020 - Present
    San Francisco Bay Area
    Alex and his team work closely with financial principals, executives, entrepreneurs and their families to guide them through person financial considerations. He advises clients on their overall balance sheet, including pre-transaction planning, private and public investing, credit and liquidity needs, and charitable and multi-generational planning.
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  • J.P. Morgan
    Executive Director
    J.P. Morgan 2018 - 2020
    San Francisco, Ca
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  • J.P. Morgan
    Vice President, Client Advisor
    J.P. Morgan 2015 - 2018
    San Francisco, Ca
    Alex advises successful individuals and their families in the Bay Area as a "personal CFO" to optimize their overall balance sheets while providing financial simplicity within J.P. Morgan Private Bank's comprehensive platform. Along with their advisors and his team, Alex focuses on meeting his clients' goals within trust & estate planning, banking, lending, investment management, business transition planning and wealth transfer strategies to family and charity.Specific Focus:- Financial Principals (PE, VC, HF)- Private Company Executives- Senior Financial Services Professionals
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  • J.P. Morgan
    J.P. Morgan Private Banker, Associate
    J.P. Morgan 2012 - 2015
    San Francisco, Ca
    Alex relocated from Manhattan to San Francisco to help advance the Financial Principal Team which advises the Bay Area's largest private equity, hedge fund and venture capital principals. He and his team deliver the firm’s wealth management capabilities and resources including lending, investment management, and trust and estate planning advice to financial principals, senior financial services professionals, private/public executives and endowments/foundations.
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  • J.P. Morgan
    J.P. Morgan Private Bank Analyst: Financial Sponsors
    J.P. Morgan 2008 - 2012
    New York, Ny
    Alex and his team developed comprehensive wealth management solutions for over 600 financial sponsor principals and more than 100 of the world's top private equity firms, with over $70B in assets under supervision. Specialties included advanced strategies catered to private equity principals across trust & estate advisory, lending and overall balance sheet optimization.
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Alex Smith Education Details

Frequently Asked Questions about Alex Smith

What company does Alex Smith work for?

Alex Smith works for Cresset

What is Alex Smith's role at the current company?

Alex Smith's current role is Partner and Managing Director at Cresset.

What schools did Alex Smith attend?

Alex Smith attended University Of Delaware - Lerner College Of Business And Economics.

Who are Alex Smith's colleagues?

Alex Smith's colleagues are Kasia Chudzik, Mba, Mary Gideon, Andrew Behrens, Diane York, Kristin Nestor, Jon Marc Carrier, Dani Fitzgerald.

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