- July 16, 2018
Celebrating One Year with Cresset
After twelve years in New York City, I packed my bags and bought a one-way ticket to Chicago. I was thrilled to be the third employee to join Cresset Wealth Advisors (Cresset), behind CEO Doug Regan and COO Dan Lidawer. Fast-forward one year and we now have over 40 employees, 6 advisory teams and a presence in 2 cities throughout the U.S. We have brought on the industry’s best, including our Chief Investment Officer, Jack Ablin, who has been a game changer for our firm and more importantly for our clients.
Most recently, we announced the formation of Cresset Family Office (CFO) and the addition of two new team members, Michael Cole and Kevin Long. CFO will provide both strategic and tactical consulting services to families and provide a level of access to best serve our clients. Additionally, I am very excited about recruiting the next generation of advisors as we continue to usher in a new wave of clients.
We are so proud of how far we have come in this past year, but even more excited for what’s yet to come as we build a 100-year firm. Thank you to everyone who has been a part of our story and please reach out to me if you’d like to join the Cresset story!