Cresset
Cresset's Overview
Cresset Capital is an award-winning, privately-held multi-family office and private investment firm. They provide comprehensive wealth management, family office services, and direct access to private investment opportunities for entrepreneurs, executives, and families. Cresset is committed to a client-first, boutique approach, emphasizing long-term partnerships and tailored financial solutions.
Where is Cresset's Headquarters?
HQ Function
Serves as the central hub for executive leadership, strategic operations, investment management oversight, and national client service coordination.
Notable Features:
Prestigious location on the Magnificent Mile; modern office facilities designed to ensure client privacy and foster collaborative teamwork.
Work Culture:
Characterized by an entrepreneurial spirit, a strong client-centric philosophy, collaborative teamwork, and a commitment to integrity and excellence in financial services.
HQ Significance:
The Chicago headquarters anchors Cresset's national presence, providing access to deep talent pools, key financial markets, and a sophisticated clientele.
Values Reflected in HQ: Professionalism, discretion, trust, innovation, and a dedication to providing an exceptional experience for clients and employees.
Location:
While primarily U.S.-focused with a robust network of offices across the nation, Cresset Capital supports its clients' diverse and often global financial interests. This includes providing access to international investment opportunities and navigating complex cross-border financial planning and wealth structuring as part of their comprehensive family office services.
Street Address:
625 N. Michigan Avenue, Suite 1700
City:
Chicago
State/Province:
IL
Country:
USA
Cresset's Global Presence
San Francisco, CA/USA
Address: One Embarcadero Center, Suite 1750, San Francisco, CA 94111
To provide localized expertise and access to Cresset's full suite of services for clients on the West Coast, a key center of wealth and innovation.
New York, NY/USA
Address: 590 Madison Avenue, 26th Floor, New York, NY 10022
To leverage New York's unparalleled access to global financial markets, diverse investment opportunities, and a significant concentration of affluent clients.
West Palm Beach, FL/USA
Address: 300 S. Australian Avenue, Suite 100, West Palm Beach, FL 33401
To establish a strong presence in a key wealth corridor, offering personalized financial solutions and family office services to the expanding affluent population in Florida and the Southeast.
Buying Intent Signals for Cresset
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of Cresset
As of April 2025, Cresset' leadership includes:
Investors of Cresset
Cresset has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Cresset Capital experienced a key leadership transition in the past year with the appointment of Michael Cole as CEO. Co-founders Avy Stein and Eric Becker moved into Co-Chairman roles, ensuring continued strategic guidance. The firm maintains a focus on attracting and elevating top talent to support its growth.
Departures
New Appointments:
Technology (Tech Stack) used by Cresset
Discover the tools Cresset uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Cresset Email Formats and Examples
Cresset Capital typically uses a standard corporate email format. The most common structure is the employee's first initial followed by their full last name, then the @cressetcapital.com domain.
[first_initial][last]@cressetcapital.com
Format
jdoe@cressetcapital.com
Example
85%
Success rate
News and media
Business Wire • January 9, 2024
Cresset Capital Appoints Michael Cole as CEO
Cresset announced the strategic appointment of Michael Cole as its new Chief Executive Officer. This move positions the firm for continued growth, with Co-Founders Avy Stein and Eric Becker transitioning to Co-Chairmen of the Cresset Board to focus on long-term strategy....more
Cresset Capital News / PR Newswire • February 15, 2024
Cresset Capital Partners with TRUE Linkswear for Cabot Citrus Farms Venture
Cresset Diversified Real Estate announced a partnership with TRUE Linkswear to develop 'The Wanderer,' an innovative short course and hospitality venue at Cabot Citrus Farms in Florida, showcasing Cresset's activity in unique private market investments....more
Cresset Capital News / Business Wire • September 18, 2023
Cresset Capital Named to Barron’s 2023 Top 100 RIA Firms List for Fifth Consecutive Year
For the fifth year running, Cresset Asset Management was included in Barron's prestigious list of Top 100 RIA Firms in the U.S., underscoring its consistent high performance and dedication to client service in the wealth management sector....more
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