Michael Goldman

Michael serves as Associate, Cresset Private Capital, and is responsible for evaluating investment opportunities, coordinating due diligence, and financial modeling. He brings deep industry experience to Cresset, having previously been an investment banking analyst at Oppenheimer & Co., where he focused on mergers and acquisitions and capital markets transactions for asset managers and wealth managers. Prior to Oppenheimer, Michael was on the M&A team at Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms. Michael graduated from Lafayette College with a degree in economics and history.