Michelle Trivers
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Michelle Trivers Email & Phone Number

Director, Private Wealth Client Services at Cresset
Location: Atlanta, Georgia, United States 9 work roles 2 schools
1 work email found @cressetcapital.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@cressetcapital.com
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Current company
Cresset
Role
Director, Private Wealth Client Services
Location
Atlanta, Georgia, United States
Company size
117 employees

Who is Michelle Trivers? Overview

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Quick answer

Michelle Trivers is listed as Director, Private Wealth Client Services at Cresset, a company with 117 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at cressetcapital.com and a matched LinkedIn profile for Michelle Trivers.

Michelle Trivers previously worked as Associate Vice President Senior Client Service Associate at Rockefeller Capital Management and Wealth Management Analyst at Morgan Stanley. Michelle Trivers holds Master Of Business Administration (Mba) from University Of Florida - Warrington College Of Business.

Company email context

Email format at Cresset

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{first_initial}{last}@cressetcapital.com
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AeroLeads found 1 current-domain work email signal for Michelle Trivers. Compare company email patterns before reaching out.

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Profile bio

About Michelle Trivers

Michelle Trivers is a Director, Private Wealth Client Services at Cresset. She possess expertise in trading, wealth management, financial analysis.

Listed skills include Trading, Wealth Management, and Financial Analysis.

Current workplace

Michelle Trivers's current company

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Cresset
Cresset
Director, Private Wealth Client Services
chicago, illinois, united states
Website
cressetcapital.com
Employees
117
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Company profile
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9 roles

Michelle Trivers work experience

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

Director, Private Wealth Client Services

Current
Cresset

Atlanta, Georgia, United States

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.

Apr 2021 - Present

Associate Vice President Senior Client Service Associate

Rockefeller Capital Management

Atlanta, Georgia, United States

  • Merlin Wealth ManagementSupported Wealth Management Team with 4 Financial Advisors, $1.7 Billion AUM and approximately $11 million in revenue servicing over 300 households. Book of business encompassed.
  • Enhanced the client experience and maintained a high level of service by both anticipating and processing client requests and resolving client inquiries through problem solving using all available resources and.
  • Onboarded and sent welcome packages to new client relationships, opened the accounts which included gathering all information and documentation necessary.
  • Developed strong client relationships through understanding of firm’s solutions and offerings to enhance the client experience such as digital solutions, online access, and cash management offerings.
  • Proactively participated in firm initiatives directed by local and senior management and served on focuscommittees as well as, many pilots for CSA feedback prior to rollouts of system enhancements.
  • Reviewed specific reports and alerts and executed actionable items to meet service level expectations in a timely manner. Maintained accurate client information and documents and assisted in all firm remediations and.
Jan 2020 - Feb 2021

Wealth Management Analyst

Morgan Stanley

Atlanta, GA

  • Hansberger and Merlin Wealth ManagementMerlin Wealth Management
  • Enhanced the client experience and maintained a high level of service by both anticipating and processing client requests and resolving client inquiries through problem solving using all available resources and.
  • Onboarded and sent welcome packages to new client relationships, opened the accounts which included gathering all information and documentation necessary.
  • Developed strong client relationships through understanding of firm’s solutions and offerings to enhance theclient experience such as digital solutions, online access, and cash management offerings.
  • Proactively participated in firm initiatives directed by local and senior management and served on focuscommittees as well as, many pilots for CSA feedback prior to rollouts of system enhancements.
  • Reviewed specific reports and alerts and executed actionable items to meet service level expectations in a timely manner. Maintained accurate client information and documents and assisted in all firm remediations and.
Aug 2012 - Jan 2020

Investment Trading Analyst

Haw Wealth Management
  • Assisted Financial Advisors and clients in completing most client trades.
  • Rebalanced accounts in several different model portfolios quarterly upon recommendations of Investment Committee.
  • Worked with clients and in-house tax professionals to determine proper cost basis on investments for tax purposes.
Jun 2011 - Jul 2012

Investment Trading Analyst

Haw Wealth Management

Atlanta, Georgia, United States

  • Assisted Financial Advisors and clients in completing most client trades.
  • Rebalanced accounts in several different model portfolios quarterly upon recommendations of Investment Committee.
  • Worked with clients and in-house tax professionals to determine proper cost basis on investments for tax purposes.
Jun 2005 - Oct 2007

Municipal Sales Development

Prudential Securities

Boca Raton, Florida, United States

Dec 1999 - Nov 2003

Municipal Bond Liaison

Bear Stearns & Co.

Atlanta, Georgia, United States

Sep 1997 - Sep 1999

Unit Investment Trust Trader, Closed-End Fund Marketing Specialist

Edward Jones

St Louis, Missouri, United States

Jun 1995 - Aug 1997

Associate Career Training Program

Edward Jones

St Louis, Missouri, United States

Jun 1994 - Jun 1995
Team & coworkers

Colleagues at Cresset

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

EH Edith Hayes, J.D. Edith Hayes, J.D. Colleague at Cresset Charlotte Metro, United States View → CC Celeste Carter Celeste Carter Colleague at Cresset New York, New York, United States, United States View → GL Gia Llorin Rojas Gia Llorin Rojas Colleague at Cresset San Francisco Bay Area, United States View → RB Rebecca Bily Rebecca Bily Colleague at Cresset Atlanta, Georgia, United States, United States View → SG Spencer Gribble Spencer Gribble Colleague at Cresset Greater Chicago Area, United States View → LR Lisa Rickman Lisa Rickman Colleague at Cresset Greater Minneapolis-St. Paul Area, United States View → JR James Robbins James Robbins Colleague at Cresset Hopkins, Minnesota, United States, United States View → KC Kasia Chudzik, Mba Kasia Chudzik, Mba Colleague at Cresset Washington DC-Baltimore Area, United States View → BM Beatrice Maidman Beatrice Maidman Colleague at Cresset Boston, Massachusetts, United States, United States View → BM Brandon Mcgraw Brandon Mcgraw Colleague at Cresset Atlanta, Georgia, United States, United States View →
2 education records

Michelle Trivers education

Bachelor Of Science In Business Administration (Bsba), Finance, General

Washington University In St. Louis
FAQ

Frequently asked questions about Michelle Trivers

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

What company does Michelle Trivers work for?

Michelle Trivers works for Cresset.

What is Michelle Trivers's role at Cresset?

Michelle Trivers is listed as Director, Private Wealth Client Services at Cresset.

What is Michelle Trivers's email address?

AeroLeads has found 1 work email signal at @cressetcapital.com for Michelle Trivers at Cresset.

Where is Michelle Trivers based?

Michelle Trivers is based in Atlanta, Georgia, United States while working with Cresset.

What companies has Michelle Trivers worked for?

Michelle Trivers has worked for Cresset, Rockefeller Capital Management, Morgan Stanley, Haw Wealth Management, and Prudential Securities.

Who are Michelle Trivers's colleagues at Cresset?

Michelle Trivers's colleagues at Cresset include Edith Hayes, J.D., Celeste Carter, Gia Llorin Rojas, Rebecca Bily, and Spencer Gribble.

How can I contact Michelle Trivers?

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

What schools did Michelle Trivers attend?

Michelle Trivers holds Master Of Business Administration (Mba) from University Of Florida - Warrington College Of Business.

What skills is Michelle Trivers known for?

Michelle Trivers is listed with skills including Trading, Wealth Management, and Financial Analysis.

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