Cresset Wealth Advisors has opened its fifth office, expanding into Seattle, WA, to better serve clients across the Pacific Northwest. This new location joins existing offices in Chicago, West Palm Beach, San Francisco, and Denver.
Cresset Wealth Advisors Opens its Fifth Office in Seattle
“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,” said Eric Becker, Cresset Founder and Co-Chairman. “Their talent, experience, and entrepreneurial mindset will serve Cresset’s clients extremely well in the Pacific Northwest.”
The Seattle office will be led by three seasoned J.P. Morgan Private Bank professionals:
• Paul Meyer – Former Senior Banker & Executive Director
• Jaimi Dennehy – Former Investor
• Chris Kalafatis – Former Executive Director