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About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help…
Lead the enterprise information security program for a multi-family office and private investment firm, overseeing IAM, data protection, network security, incident response, and regulatory compliance across cloud and on-prem environments.
Leads a regional team of wealth advisors, coaching them on business growth, client acquisition, and practice management while driving sales effectiveness and operational excellence for a multi-family office and private investment firm.
Leads client service operations for ultra-high-net-worth clients at a wealth management firm, managing associate teams, driving operational excellence, and tracking KPIs in Addepar. Based in New York.
Wealth Planner creates and presents custom financial plans for high-net-worth clients, collaborating with advisors and professionals to deliver integrated financial advice and optimize client outcomes.
Leads private real estate and real assets investment due diligence, underwriting, and portfolio monitoring for a multi-family office, evaluating funds and co-investments to support client wealth strategies.
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