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Director, Wealth Strategy
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- Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better.
- Cresset offers individuals and families access to 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, which has surpassed $40 billion in assets under management.
- Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities.
- Cresset ranks #9 on Barrons list of the top 100 RIA firms in 2023.
- The Director, Wealth Strategist (DWS) will be the primary point of contact and subject matter expert in wealth planning client relationships for non-family office and Cresset Catalyst clients and will support the Managing Director level wealth strategists in serving family office clients.
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