The teams join Cresset from J.P. Morgan, and
previously First Republic Bank, where they managed approximately
$5 billion in assets.
SAN
FRANCISCO, April 19, 2024 /PRNewswire/ --
Cresset announced today that it has welcomed two new
advisory teams to its San
Francisco office. Previously with J.P. Morgan Wealth
Management, and prior to that First Republic Bank, the two teams
comprise three lead advisors and 12 supporting financial
professionals. The teams previously managed approximately
$5 billion in assets on behalf of 160
client households in their former roles.
Dagny
Maidman's team consists of 10 driven
professionals who have worked together on average for 10+ years.
Accreditations among them include two Juris Doctors, two Chartered
Financial Analyst® designations, and two CERTIFIED FINANCIAL
PLANNER™ professionals. They are known for their ability to distill
complexity and provide creative, tailored, and comprehensive wealth
solutions for ultra-high-net-worth clients.
Dagny's team is acutely sensitive to weeding out uncompensated
risk and employs dynamic hedging strategies to generate income,
reduce portfolio volatility, and manage concentrated stock
positions. Cresset is excited to leverage their derivatives
knowledge across the broader platform.
Chris Chase and
Erik Ralston, each with more
than 20 years of industry experience, lead a team of five tenured
investment professionals. They provide comprehensive, tax-efficient
wealth strategies to entrepreneurs, multi-generational families,
company executives, and non-profit organizations.
Chris and Erik's ability to leverage, share, and incorporate the
best practices learned over the years has set the team apart and
has been instrumental to their reputation for building long-term
client partnerships and achieving client objectives.
Much like Cresset, both teams have earned consistent recognition
from Forbes and Barron's as award-winning wealth management
practices. Their presence extends beyond San Francisco, with specialized services
tailored to serve clients across the country.
The two teams have had a successful partnership for more than 20
years and are looking forward to providing their clients with
access to Cresset's broad Family Office Services platform, as well
as highly personalized wealth management and investment advisory
services, family governance and wealth planning, compelling private
investments, concierge services, and more.
"These entrepreneurial teams are a great cultural fit for
Cresset and share our values," said Cresset Co-Founder and
Co-Chairman Avy Stein. "Like
Cresset, they have a client-first, fiduciary mindset and work
closely with their clients and their advisors to provide
comprehensive, highly individualized solutions that successful
families expect and deserve. We are thrilled to welcome them to
Cresset."
Below is the full list of team members joining Cresset:
- Dagny Maidman
- Timothy Cahyadi
- Steve Ching
- Christopher Fisher
- Michelle Gorrell
- Patrick Hejlik
- Andrew Huang
- Beatrice Maidman
- Gia Llorin Rojas
- Alana Yokoyama
- Chris Chase
- Erik Ralston
- Lizzy Labeeuw-Anderson
- Ryan Ortiz
- Timur Zeinapur
About Cresset
Cresset is an independent, award-winning multi-family office
and private investment firm with more than $45 billion (as of 4/01/2024) in assets under
management. Cresset serves the unique needs of entrepreneurs, CEO
founders, wealth creators, and executives, as well as
high-net-worth and multi-generational families. Our goal is to
deliver a new paradigm for wealth management, allowing clients to
pursue what matters most to them.
Cresset offers access to a comprehensive suite of family office
services, deeply personalized wealth management, investment
advisory, planning, and other services through Cresset Asset
Management LLC. Cresset Partners LLC, Cresset's private investing
group, offers clients direct access to real estate, private equity,
private credit, and other investment opportunities. Cresset Asset
Management LLC and Cresset Partners LLC are SEC registered
investment advisors. Please visit https://cressetcapital.com
for more information.
Cresset refers to Cresset Capital Management, LLC, and all of
its subsidiaries and affiliates. Cresset Asset Management, LLC
provides investment advisory, family office, and other services to
individuals, families, and institutional clients. Cresset Partners,
LLC provides investment advisory services strictly to investment
vehicles investing in private equity, real estate and other
investment opportunities. Cresset Asset Management, LLC, and
Cresset Partners, LLC are SEC registered investment
advisers.
Media Contact:
Michael Walsh
mwalsh@cressetcapital.com
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SOURCE Cresset