Cresset News and Activities

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• Financial Services50%
• Banking50%

View the org chart displaying its 96 main executives

Most searched biographies at Cresset

• Susie Cranston, Chief Executive Officer
• Eric Becker, Founder and Co-Chairman
• Doug Regan, Founding Partner and Co-Chairman

Popular executive movements at Cresset

• Lucas Huizar has joined the company as Executive Managing Director, General Counsel  (posted on June 17 2026).
• Mark Tremblay has joined the company as Executive Managing Director, Head of Family Office Services  (posted on June 9 2026).
• Vimala Snow, Managing Director, Head of Family Office Services, has left the company  (posted on June 9 2026).

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Cresset has 4,132 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).

Popular M&A news in Financial Services

• Ipswich Building Society has changed its company name to Suffolk Building Society (posted on June 26 2026).
• Float has just announced a $85 Million fundraising (posted on June 26 2026).
• Cred has just announced a $900 Million fundraising (posted on June 26 2026).

Popular contacts in Financial Services

• Kuldeep Billan - Chief Executive Officer and Director at Automotive Finco Corp
• Gabriel de Alba - Managing Director at Catalyst Capital
• Stephen Deckoff - Managing Principal at Black Diamond Capital Management

Learn more about the Financial Services industry

Press releases by Cresset

• Cresset Appoints Lucas Huizar as General CounselClose this dialogClose Cookie Preferences
• Cresset Appoints Mark Tremblay as Head of Family Office Services
• Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor
• Cresset Expands Denver Office, Adds $1B Wealth Advisor
• Market Update 3/24/26: U.S. Households Face Mounting Pressure as Economic Strains BuildClose this dialogClose Cookie Preferences
• Mark Thompson Appointed as Executive Managing Director
• Cresset Appoints Susie Cranston as Chief Executive Officer
• MeMe McNairy-Glenn Appointed Managing Director, National Strategic Growth
• Cresset Welcomes $2 Billion Advisory Team to San Francisco OfficeClose Cookie Preferences
• Forbes Names 13 Cresset Advisors to its Top Women WealthAdvisors List for 2026Close this dialogClose Cookie Preferences
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