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Alex Smith is listed as Partner and Managing Director at Cresset at Cresset, a company with 117 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Alex Smith.
Alex Smith previously worked as Partner and Managing Director at Cresset and Executive Director at J.P. Morgan. Alex Smith holds Finance & Mis from University Of Delaware - Lerner College Of Business And Economics.
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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.
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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.
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.
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.
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.
Other employees you can reach at cressetcapital.com. View company contacts for 117 employees →
Mark Bendinelli, Cfa
Colleague at CressetKennesaw, Georgia, United States, United States
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Izaiah Villa
Colleague at CressetChicago, Illinois, United States, United States
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Lisa Rickman
Colleague at CressetGreater Minneapolis-St. Paul Area, United States
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Brett Greenspan, Cfa, Cfp®
Colleague at CressetGreater Chicago Area, United States
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Brandon Mcgraw
Colleague at CressetAtlanta, Georgia, United States, United States
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Gia Llorin Rojas
Colleague at CressetSan Francisco Bay Area, United States
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Noël Goudreau
Colleague at CressetGreater Chicago Area, United States
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Jimmy Sioris
Colleague at CressetGreater Minneapolis-St. Paul Area, United States
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Jake Bond, Cfp®
Colleague at CressetKirkland, Washington, United States, United States
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Cayla Surovsky
Colleague at CressetSeattle, Washington, United States, United States
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Quick answers generated from the profile data available on this page.
Alex Smith works for Cresset.
Alex Smith is listed as Partner and Managing Director at Cresset at Cresset.
Alex Smith is based in San Francisco, California, United States while working with Cresset.
Alex Smith has worked for Cresset and J.P. Morgan.
Alex Smith's colleagues at Cresset include Mark Bendinelli, Cfa, Izaiah Villa, Lisa Rickman, Brett Greenspan, Cfa, Cfp®, and Brandon Mcgraw.
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Alex Smith holds Finance & Mis from University Of Delaware - Lerner College Of Business And Economics.
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