Mark Rogozinski Email & Phone Number

At Cresset, I oversee our suite of Family Office Service, which includes Banking and Lending, CFO, Family Governance, Lifestyle, Risk Management, Tax, Wealth Planning, and Wealth Strategy. 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, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes Top RIA Firm.Prior to my role with Cresset, I served as Chief Strategy Officer at Pitcairn (a multi-family office), CEO of The Swarthmore Group (an asset/wealth management firm), CEO of Asset Vantage Inc. (a wealth-tech business), President of RockIT Solutions, Inc, and Head of the Operations and Technology Group of Rockefeller & Co, Inc. In addition, I served as Managing Director at SEI, Senior Vice President of Corporate Development at WealthTrust (a roll-up of wealth mgmt. firms), Partner, Principal and Chief Operating Officer for Homrich & Berg, Inc, Chief Operating Officer at Convergent Wealth Advisors, LLC, and Chief Financial Officer of Atlantic Trust PWM. I am a Babson College graduate, having earned my Bachelor of Science in finance/investments, entrepreneurial studies, and communications.

Listed skills include Wealth Management, Finance, Asset Management, Strategy, and 22 others.

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  Babson College

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