Cresset
Financial Services • 
Chicago, Illinois, United States • 201-500 Employees
Company overview
| Headquarters | 444 W. Lake Street, Suite 4700, Chicago, IL 60606, US |
| Phone number | +13124292400 |
| Website | |
| NAICS | 52 |
| SIC | 609 |
| Founded | 2017 |
| Employees | 201-500 |
| Socials |
Key Contacts at Cresset
Eric Becker
Founder & Chairman
Jessica G. Malkin
Executive Managing Director & Chief Growth Officer
John Quinlan
Managing Director, Head Of Risk Management
Hanley Sayers
Partner, Market Managing Director
Christopher Georgopoulos
Director, Wealth Advisor
Oliver Rose
Managing Director, Head Of Strategy, Family Office Services
Travis Henry
Director, Wealth Advisor, Founder Of True Culture Fund
Erik Ralston
Managing Director
Alex Penning
Managing Director, Head Of Banking & Lending
Tim Maguire
Regional Managing Director
Cresset Email Formats
Cresset uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@cressetcapital.com), used 69.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cressetcapital.com | 69.8% |
{first name}{last name} | johndoe@cressetcapital.com | 24.1% |
{last name}{last name} | doedoe@cressetcapital.com | 3.7% |
About Cresset
Cresset is an independent, award-winning multi-family office and private wealth management firm serving ultra-high-net-worth (UHNW) families, entrepreneurs, and executives nationwide. Cresset provides integrated planning, sophisticated investment solutions, and proactive advice to grow, preserve, and transition wealth across generations. Clients gain insight, access, and innovation traditionally reserved for leading single-family offices and institutions. Cresset operates in 20+ locations, including Atlanta, Chicago, Dallas, Denver, Greenwich, Houston, Los Angeles, Menlo Park, Minneapolis, Nashville, New York City, Phoenix, San Francisco, Santa Barbara, Sioux Falls, Tulsa, Washington, D.C., and West Palm Beach. Cresset is employee and client-owned with a vision to create a 100+ year UHNW organization rooted in excellence, transparency, and partnership. Barron’s and Forbes have recognized Cresset among the nation’s top registered investment advisors (RIAs) and best places to work.* The firm is dedicated to lasting relationships, shared success, and helping clients live with purpose, impact, and joy. *Disclosures related to awards, recognitions, and rankings: https://cressetcapital.com/disclosures/ Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC and Monticello Associates, LLC are SEC registered investment advisers. SEC registration does not imply any specific level of skill or training.
Cresset revenue & valuation
| Annual revenue | $25,000,000 |
| Revenue per employee | $56,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $80,000,000 |
| Total funding | $150,000,000 |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Cresset has 271 employees across 14 departments.
Departments
Number of employees
Cresset Tech Stack
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Frequently asked questions
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