Cresset Asset Management LLC

Cresset Asset Management is a Delaware-based limited liability company with a team of 120 employees, 40 of whom work in advisory roles. While it is unknown how many clients the firm serves, its SEC status is listed as Approved and it has been registered since July 10, 2017.

• ALEX PFISTER

  VICE PRESIDENT OF FINANCE owns less than 5%

• BRIGID KATHLEEN REIDY

  VICE PRESIDENT CLIENT EXPERIENCE owns less than 5%

• CRESSET INTERMEDIATE HOLDCO LLC

  MANAGING MEMBER/HOLDING COMPANY owns 75% or more

• DAVID THOMAS MILLS

  CHIEF FINANCIAL OFFICER owns less than 5%

• DOUGLAS PATRICK REGAN

  CO-CHAIRMAN OF ADVISORY BOARD owns less than 5%

• JACK ALAN ABLIN

  CHIEF INVESTMENT OFFICER owns less than 5%

• JORDAN MICHAEL ZAHN

  DIRECTOR OF OPERATIONS owns less than 5%

• MICHAEL AARON COLE

  CHIEF EXECUTIVE OFFICER owns less than 5%

• NIMESH PATEL

  CHIEF OPERATING OFFICER AND CHIEF TECHNOLOGY OFFICER owns less than 5%

• ROBERT STEVEN PAGLIUCO

  CHIEF COMPLIANCE OFFICER owns less than 5%

• AVY HOWARD STEIN

  MANAGER owns more than 25% but less than 50%

• CRESSET CAPITAL MANAGEMENT, LLC

  MANAGING MEMBER/HOLDING COMPANY owns 75% or more

• EDB TELECOM TRUST UAD 1/3/2005 (ERIC BECKER, GRANTOR)

  MANAGER owns more than 25% but less than 50%

• ERIC DAVID BECKER

  ELECTED MANAGER

• CHARLES SCHWAB & CO., INC.
  United States
• DEUTSCHE BANK SECURITIES INC.
  United States
• FIDELITY INVESTMENTS, INC.
  United States
• FIRST REPUBLIC BANK
  United States
• GOLDMAN SACHS GROUP, INC
  United States

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