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Cresset Group's Overview

Total employees8
HeadquartersChicago
Founded

Cresset is an independent, award-winning multi-family office and private wealth management firm with a national presence. Founded by private equity entrepreneurs Avy Stein and Eric Becker, Cresset offers individuals and families access to a comprehensive suite of services, including personalized wealth planning, investment management, trust and estate services, philanthropic advising, and family office services. They emphasize a client-first, fiduciary approach, striving to provide unbiased advice and access to unique investment opportunities, often those previously accessible only to institutional investors. Cresset is known for its commitment to transparency, innovation, and building long-term partnerships with its clients.

Where is Cresset Group's Headquarters?

HQ Function

Serves as the primary operational and strategic hub for Cresset's nationwide activities, including executive leadership, core business functions, and client service coordination.

Notable Features:

Located in a modern office building in downtown Chicago, offering state-of-the-art facilities for employees and client meetings. The space is designed to foster collaboration and innovation.

Work Culture:

Cresset's headquarters likely fosters a dynamic, entrepreneurial, and client-centric work culture. Emphasis is placed on expertise, integrity, teamwork, and a commitment to delivering exceptional wealth management solutions.

HQ Significance:

The Chicago headquarters anchors Cresset in a major financial and business center, facilitating access to talent, resources, and a sophisticated client base. It reflects the firm's strong Midwestern roots and national ambitions.

Values Reflected in HQ: The headquarters' professional environment reflects Cresset's core values of excellence, client partnership, integrity, and innovation in financial services.

Location:

While Cresset's physical offices are primarily located within the United States, the firm supports clients with international interests and global financial needs. This includes advising on cross-border investments, international estate planning considerations, and accessing global market opportunities through its extensive network and sophisticated investment platform. Their services are designed for globally-minded individuals and families.

Street Address:

444 W Lake St, Suite 2100

City:

Chicago

State/Province:

Illinois

Country:

USA

Cresset Group's Global Presence

San Francisco, California, USA

Address: One Maritime Plaza, Suite 1725, San Francisco, CA 94111

Serves as a critical hub for Cresset's West Coast operations, catering to entrepreneurs, executives, and families with complex financial needs.

Reston, Virginia, USA

Address: 1900 Reston Metro Plaza, Suite 650, Reston, VA 20190

Supports clients in the Mid-Atlantic region, focusing on individuals and families seeking sophisticated financial planning and investment strategies.

New York, New York, USA

Address: 575 Fifth Avenue, Floor 15, New York, NY 10017

Strengthens Cresset's East Coast footprint, offering tailored wealth management solutions in a major global hub of finance and commerce.

Denver, Colorado, USA

Address: 1700 Lincoln Street, Suite 2050, Denver, CO 80203

Expands Cresset's reach in the Mountain West, serving successful individuals, families, and business owners.

Buying Intent Signals for Cresset Group

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.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Cresset Group

As of April 2025, Cresset Group' leadership includes:

Avy Stein - Co-Founder & Co-Chairman
Eric Becker - Co-Founder & Co-Chairman
Liz Nesvold - President
Michael Cole - CEO, Cresset Family Office
Kevin O’Malley - Chief Financial Officer
Daniel J. Lidawer - General Counsel & Chief Compliance Officer

Investors of Cresset Group

Cresset Group has been backed by several prominent investors over the years, including:

Privately Held - Primarily Partner-Owned
Founders and Private Partners

Executive New Hires/Exits in the Last 12 Months

Hire3
Exits0

Cresset has continued to strengthen its leadership team, notably with strategic appointments enhancing its family office services and overall strategic direction. Key movements reflect the firm's commitment to growth and expertise.

New Appointments:

Sarah Simon, Sarah Simon appointed as Head of Strategy.
Whitney Webb, Whitney Webb joined as Head of Talent Management.
Barbara Young, Barbara Young appointed as Executive Managing Director of Family Office Services.

Technology (Tech Stack) used by Cresset Group

Discover the tools Cresset Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Cresset Group Email Formats and Examples

Cresset commonly uses the email format of [first initial][last name]@cressetcapital.com. This is a prevalent structure within the company for employee communication.

[firstinitial][lastname]@cressetcapital.com

Format

jdoe@cressetcapital.com

Example

90%

Success rate

News and media

PR NewswireApril 4, 2024

Cresset Ranks #5 on Forbes/SHOOK Research Top RIA Firms List for 2024

Cresset announced its ranking as #5 on the prestigious Forbes/SHOOK Research Top RIA Firms list for 2024. This recognition highlights Cresset's continued growth and commitment to providing exceptional wealth management services....more

Business WireFebruary 29, 2024

Cresset Named to Barron’s Top 100 RIA Firms List for Fourth Consecutive Year

Cresset has been recognized by Barron's as one of the Top 100 Registered Investment Advisor (RIA) Firms in the U.S. for the fourth year in a row, underscoring its consistent performance and client-focused approach....more

Business WireDecember 5, 2023

Cresset Named Best Multi-Family Office (Over $15B) by Private Asset Management Magazine

Private Asset Management (PAM) Magazine awarded Cresset the title of Best Multi-Family Office (Over $15B). This accolade acknowledges Cresset's excellence in serving affluent families with comprehensive wealth solutions....more

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