Cresset Wealth Advisors has expanded to the Pacific Northwest Region with the opening of its fifth office, led by a highly experienced, Seattle-based team of wealth management professionals. The firm currently has offices in Chicago, West Palm Beach, Florida, San Francisco and Denver.
Meyer, Dennehy and Kalafatis have decades of experience serving wealthy families, family offices, institutions, and public and private-company executives.
“We are excited to work with these accomplished leaders to support Cresset’s vision to provide our clients with the comprehensive, highly personalised approach to wealth management they deserve,” says Eric Becker, Cresset Founder and Co-Chairman. “Their talent, experience and entrepreneurial mindset will serve Cresset’s clients extremely well in the Pacific Northwest.”
Cresset Wealth Advisors is led by industry veterans Doug Regan, Chief Executive Officer; and Jack Ablin, Founding Partner and Chief Investment Officer. Cresset offers investment advisory, planning and Family Office services led by highly experienced industry professionals. Also, Cresset offers direct access to an array of private investment opportunities in real estate, private companies, and private equity secondaries, all delivered through a client-centric infrastructure.
“We are privileged to add this very experienced wealth advisory team to Cresset,” says Regan. “During their careers, they have worked with very successful families in the Pacific Northwest, and now they will help us build a next-generation wealth management firm on our independent, family and employee-owned platform.”
“As a firm built by entrepreneurs for entrepreneurs, we take pride in hiring leaders who are not only talented, but who also embrace our commitment to innovation,” says Avy Stein, Cresset Founder and Co-Chairman, adding that Cresset is building mobile-first technology to give clients 24/7 access to their entire wealth picture. “Paul, Jaimi and Chris are innovators at heart and will help us build upon our unique platform.”