Associate Director, Cfo Services
CurrentCresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most. Registration does not imply a certain level of skill or training. Additional information about Cresset Asset Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov (CRD No. 288566). Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respectivesubsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisorybusiness under the name of Cresset Sports & Entertainment, provides investment advisory,family office, and other services to individuals, families, and institutional clients. CressetPartners, LLC, provides investment advisory services strictly to investment vehiclesinvesting in private equity, real estate, and other investment opportunities. Cresset AssetManagement, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
