Cresset

10/20/2026

Cresset is pleased to welcome Leah Barr as Managing Director, Head of Philanthropy.

Leah brings more than a decade of experience across philanthropy, community partnerships, and nonprofit leadership. She will work alongside Cresset’s family office and advisory teams to help families clarify their philanthropic vision, thoughtfully structure their giving, and create meaningful impact across generations.

Leah brings more than a decade of experience in philanthropy, community partnerships, and nonprofit leadership.

10/08/2026

Cresset is pleased to welcome Joe Zidle as Executive Managing Director, Chief Market Strategist.

Joe brings more than three decades of experience across macroeconomics, asset allocation, and public and private markets. He will work alongside Cresset’s investment and advisory teams to help shape the firm’s market and investment perspectives and help clients navigate an evolving investment landscape.

Joe Zidle joins Cresset as Chief Market Strategist, bringing 30+ years of experience across macroeconomics, asset allocation, and global markets.

10/06/2026

As more Millennial and Gen Z entrepreneurs launch and eventually sell businesses, they are carving their own paths as they find purpose and identity after an exit.

Ahead of World Mental Health Day on October 10, Cresset Director of Family Governance Sarah Hughes explores how the next generation of entrepreneurs is navigating this transition and redefining what life after a sale can look like.

Selling a business is typically imagined as a moment of fulfillment—a celebration of years of sacrifice, risk, and relentless focus.

09/30/2026

Women are taught how to lead teams, negotiate effectively, build networks, cultivate sponsors, communicate with authority, and develop executive presence.

Yet one dimension of leadership development receives far less attention: becoming financially surefooted.

Cresset Wealth Advisor Heather Pelant breaks down why understanding the economics of your own career, not just financial literacy, is essential to making bold professional decisions with confidence.

Explore why financial surefootedness belongs in women’s leadership development, from compensation and equity to career transitions and independence.

09/23/2026

When adult children leave home, their insurance strategy may need to leave the family nest as well.

As children graduate, establish their own households, and gain greater independence, keeping them on a parent’s insurance program can create unexpected liability exposure and coverage complexities.

In this article, Cresset Director of Insurance Advisory Holly Stallons shares why a thoughtful transition to independent coverage can help protect family wealth while encouraging financial responsibility.

09/16/2026

Financial decisions are not driven by data alone. Market volatility, uncertainty, and family transitions can all influence how we respond, especially when markets feel unsettled.

In our latest article, Sarah Hughes, Director of Family Governance, explores why managing wealth requires understanding the behavioral biases, family dynamics, and emotional responses that influence how individuals and families make decisions.

09/09/2026

Paul Tramontano joined Cresset following a career at First Republic Bank, where his team managed approximately $13 billion on behalf of clients.

In this article, Paul discusses why he and his team chose to join Cresset, what has surprised him most about the firm, and how a multi-family office platform can help address the complex needs of individuals and families.

09/02/2026

Serving as a trustee requires balancing fiduciary responsibilities, the grantor’s intent, and the evolving needs of beneficiaries.

In this article, Cresset Director of Wealth Strategy Edith Hayes explores core trustee duties and offers a practical framework for navigating discretionary distributions, including the commonly used "health, education, maintenance, and support" (HEMS) standard.

Understand key trustee duties, the HEMS standard, and a practical framework for making thoughtful discretionary distribution decisions.

08/25/2026

Cresset is pleased to welcome Michael Bober, Ed Ventrice, Michael MacDonald, Billy Marino, Sarah Ponczek, Alex Santos, and their advisory team as we expand our presence in South Florida with a new office in Boca Raton.

The team previously managed approximately $4 billion in client assets and brings decades of experience advising corporate executives, business owners, high-net-worth individuals, multi-generational families, foundations and endowments, and professional athletes.

They were drawn to Cresset’s ability to bring together sophisticated capabilities, an entrepreneurial culture, and the flexibility to serve clients with highly complex needs. The team shares Cresset’s focus on serving clients with complex financial needs through a coordinated family office approach.

Cresset expands to Boca Raton with a 16-person advisory team that previously managed approximately $4 billion in client assets at UBS.

08/19/2026

New research shows that better financial advice starts with understanding the individual, not making assumptions.

In her latest article, Cresset Wealth Advisor Heather Pelant explores how transparency, curiosity, and personalized advice can help create a more thoughtful client experience.

Women may pay more for financial advice when assumptions replace understanding. Explore new research on trust, transparency, and better wealth management.earch found advisors often relied on gender-based assumptions. Learn why curiosity, transparency, and partnership lead to better financial advice.