Avy Stein News Today

Avy Stein’s Cresset leans heavily on alternatives, focusing on finding unique private market opportunities for clients.

Read the latest Finance & Banking articles with information that impacts Chicago and surrounding areas.

True Capital Management founders Doug Raetz and Heather Goodman merged into the multifamily office three years after an affiliate's capital infusion.

Cresset combines with TRUE Capital Management, a San Francisco-based RIA with high-profile clients in the sports and entertainment industries.

The firm, founded by local private-equity veterans Avy Stein and Eric Becker, has $30 billion in assets under management only six years after its founding.

Millennium Trust announces new chief financial officer; Transamerica names customer experience and marketing lead; and more.

Nesvold will oversee Cresset's strategy, platform offering and client services.

Cresset, a family office and private investment firm, has brought on Liz Nesvold as its first company president.

It's the neighborhood's highest-priced home sale so far in 2023, although it seems unlikely to hold that title for long.

A conversation with Kevin McGuire and Sarah Burney, managing directors and wealth advisors at Cresset, one year into their transition.