For more than three decades, I have been passionate about investing in and building companies. The culmination of that experience was the launch of Cresset in 2017. Along with my Co-Founder and Co-Chairman, Avy Stein, we set out to build a truly disruptive next-generation multi-family office.

Our vision was simple yet powerful: to reinvent wealth management and the client experience. That’s exactly what we are doing.