Beatrice Maidman
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Beatrice Maidman Email & Phone Number

Associate Director, Wealth Advisor, Cresset at Cresset
Location: Boston, Massachusetts, United States 16 work roles 3 schools
1 work email found @firstrepublic.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@firstrepublic.com
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Current company
Role
Associate Director, Wealth Advisor, Cresset
Location
Boston, Massachusetts, United States
Company size

Who is Beatrice Maidman? Overview

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Quick answer

Beatrice Maidman is listed as Associate Director, Wealth Advisor, Cresset at Cresset, a company with 117 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at firstrepublic.com and a matched LinkedIn profile for Beatrice Maidman.

Beatrice Maidman previously worked as Associate Director, Wealth Advisor at Cresset and Associate Wealth Manager at J.P. Morgan. Beatrice Maidman holds Doctor Of Law (J.D.) from Boston University School Of Law.

Company email context

Email format at Cresset

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{first_initial}{last}@firstrepublic.com
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AeroLeads found 1 current-domain work email signal for Beatrice Maidman. Compare company email patterns before reaching out.

Profile bio

About Beatrice Maidman

Beatrice Maidman is a Associate Director, Wealth Advisor, Cresset at Cresset. She possess expertise in research, customer service, microsoft office, microsoft excel, powerpoint and 6 more skills.

Listed skills include Research, Customer Service, Microsoft Office, Microsoft Excel, and 7 others.

Current workplace

Beatrice Maidman's current company

Company context helps verify the profile and gives searchers a useful next step.

Cresset
Cresset
Associate Director, Wealth Advisor, Cresset
chicago, illinois, united states
Employees
117
AeroLeads page
16 roles

Beatrice Maidman work experience

A career timeline built from the work history available for this profile.

Associate Director, Wealth Advisor

Current

Boston, Massachusetts, United States

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is 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 deeply personalized wealth management, investment advisory.

Apr 2024 - Present

Associate Wealth Manager

  • Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Equal Housing OpportunityJ.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. Investment Advisory services are.
  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED© 2023 JPMorgan Chase & Co.
Jul 2023 - Apr 2024

Visiting Clinical Assistant Professor

Greater Boston Area

Lead weekly seminar and directly oversee students representing MIT and BU entrepreneurs on a wide range of startup issues.

Jun 2019 - Jul 2021

Associate

Greater New York City Area

Broad corporate practice encompassing all aspects of the lifecycle of a company.

Oct 2017 - May 2019

Summer Associate

Greater New York City Area

May 2016 - Jul 2016

Research Assistant To Dr. Greg Deangelis

University Of Rochester

Rochester, New York Area

Jan 2012 - May 2012

Sales Associate

Portland, Maine Area

Jul 2011 - Sep 2011

Camp Counselor

Center Day Camp

Portland, Maine Area

May 2007 - Aug 2010
Team & coworkers

Colleagues at Cresset

Other employees you can reach at cressetcapital.com. View company contacts for 117 employees →

3 education records

Beatrice Maidman education

Bachelor Of Science (Bsc), Neuroscience

University Of Rochester

Anthropology, Junior Year Abroad

Awarded first prize in UCL digital story competition on what UCL should be like in ten years, along with a showcase of the video

FAQ

Frequently asked questions about Beatrice Maidman

Quick answers generated from the profile data available on this page.

What company does Beatrice Maidman work for?

Beatrice Maidman works for Cresset.

What is Beatrice Maidman's role at Cresset?

Beatrice Maidman is listed as Associate Director, Wealth Advisor, Cresset at Cresset.

What is Beatrice Maidman's email address?

AeroLeads has found 1 work email signal at @firstrepublic.com for Beatrice Maidman at Cresset.

Where is Beatrice Maidman based?

Beatrice Maidman is based in Boston, Massachusetts, United States while working with Cresset.

What companies has Beatrice Maidman worked for?

Beatrice Maidman has worked for Cresset, J.P. Morgan, First Republic Private Wealth Management, Boston University School Of Law, and Cooley Llp.

Who are Beatrice Maidman's colleagues at Cresset?

Beatrice Maidman's colleagues at Cresset include Brian John, Matthew Heim, Colton Barron, Nathan Stoker, Cfp®, Csric™, and Catherine Vasquez.

How can I contact Beatrice Maidman?

You can use AeroLeads to view verified contact signals for Beatrice Maidman at Cresset, including work email, phone, and LinkedIn data when available.

What schools did Beatrice Maidman attend?

Beatrice Maidman holds Doctor Of Law (J.D.) from Boston University School Of Law.

What skills is Beatrice Maidman known for?

Beatrice Maidman is listed with skills including Research, Customer Service, Microsoft Office, Microsoft Excel, Powerpoint, Client Intake, Microsoft Word, and Data Analysis.

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