Cresset announced that it has brought two new advisory teams to its San Francisco office. Previously with J.P. Morgan Wealth Management and First Republic Bank, the two teams comprise three lead advisors and 12 supporting financial professionals. The teams previously managed about $5 billion in assets for 160 client households.
Dagny Maidman’s team consists of 10 driven professionals who have worked together on average for 10+ years. Their accreditations include two Juris Doctors, two Chartered Financial Analyst designations, and two CFP professionals. And they are known for their skill at refining complexity and providing creative and comprehensive wealth solutions for ultra-high-net-worth clients.
Chris Chase and Erik Ralston (each with 20+ years of industry experience) lead a team of five tenured investment professionals. And they provide comprehensive, tax-efficient wealth strategies to entrepreneurs, multi-generational families, company executives, and non-profit organizations.
Chase and Ralston’s ability to utilize, share, and integrate the best practices learned over the years has set the team apart and has been instrumental to their reputation in building long-term client partnerships and achieving client objectives.
The teams have had a successful partnership for 20+ years. They look forward to providing their clients access to Cresset’s broad Family Office Services platform, personalized wealth management and investment advisory services, family governance and wealth planning, compelling private investments, concierge services, etc.
This is the list of team members joining Cresset: Dagny Maidman; Timothy Cahyadi; Steve Ching; Christopher Fisher; Michelle Gorrell; Patrick Hejlik; Andrew Huang; Beatrice Maidman; Gia Llorin Rojas; Alana Yokoyama; Chris Chase; Erik Ralston; Lizzy Labeeuw-Anderson; Ryan Ortiz; and Timur Zeinapur.
KEY QUOTE:
“These entrepreneurial teams are a great cultural fit for Cresset and share our values. Like Cresset, they have a client-first, fiduciary mindset and work closely with their clients and their advisors to provide comprehensive, highly individualized solutions that successful families expect and deserve. We are thrilled to welcome them to Cresset.”
- Cresset Co-Founder and Co-Chairman Avy Stein
