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Cresset Wealth Advisors Expand to Pacific Northwest

FINTRX News December 7, 2018

Cresset Wealth Advisors Have Opened Fifth Office in Seattle

Cresset Wealth Advisors have just opened their fifth office in Seattle, WA. Their other offices include Chicago, West Palm Bech, San Francisco, and Denver. 

10/16/2018

Summary

Cresset Wealth Advisors have expanded to Seattle, WA to serve the Pacific Northwest.  Cresset Founder and Co-Chairman, Eric Becker says "We are excited to work with these accomplished leaders to support Cresset’s vision to provide our clients with the comprehensive, highly personalized approach to wealth management they deserve. Their talent, experience, and entrepreneurial mindset will serve Cresset's clients extremely well in the Pacific Northwest." 

The new Seattle office is led by:

  • Paul Meyer, who was formerly a Senior Banker and Executive Director with J.P. Morgan's Private Bank. 
  • Jaimi Dennehy, who was formerly an Investor with J.P. Morgan’s Private Bank. 
  • Chris Kalafatis, who was formerly an Executive Director with J.P. Morgan’s Private Bank.

 

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