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Associate, Wealth Strategist
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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.
- The Associate, Wealth Strategy (AWS) position is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office and Cresset Catalyst clients.
- The AWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory.
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