Cresset Family Office Expands Leadership Team

Posted by FINTRX News on Nov 29, 2018 8:39:00 AM
FINTRX News

Cresset Family Office Continues to Acquire Top Talent. 

The Cresset Family Office has added three additional industry leaders to its growing private wealth firm. 

11/29/2018

Summary

Following the ever growing trend within the family office space, Cresset Family Office continues to acquire top investment talent. The additional hires  will help to position Cresset as an industry leading multi-family office, with Cresset passing the $3Billion AUM threshold in late 2018.

  • Dan Terlep joins as Senior Managing Director of Financial and Tax Strategy. Dan was most recently the Senior Manager for RSM.
  • Tony McEahern joins as Senior Managing Director, Wealth Planning. Tony was most recently the Head of Wealth Planning at Wells Fargo's Wealth Management and Abbot Downing divisions.
  • Joel Alberts joins as Client Advisor, Midwest Region. Joel was most recently a Director for Abbot Downing of Wells Fargo.

 

For more information see original source here.

 

Topics: Industry News

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