Page 2 - Avy Stein News Today

Today's biggest story on Wall Street goes inside Goldman Sachs' far-reaching performance reviews. Staffers describe the process as a stressful, labor-intensive rite of passage.

Kevin O'Donnell was named executive managing director of the private funds group at Cresset Partners.

Meristem Family Wealth and affiliated South Dakota trust company will join Cresset Asset Management in major deal expected to close next month.

Meristem Family Wealth and affiliated South Dakota trust company will join Cresset Asset Management in major deal expected to close next month.

The $23 billion firm Cresset Asset Management is welcoming a trio of advisors who left Bank of America, Fidelity and J.P. Morgan, respectively.

Rapidly growing multifamily office Cresset and similar firms have been adding advisors in droves even as wealth managers take them to court.

Berman Capital is the latest big seller to find a larger partner as equity values, tax fears and other factors push deal volume and size even higher in 2021.

Advisors and clients have been the beneficiaries of a more than decade-long evolution—with changes impacting both the landscape as well as the mindsets of advisors and their clients. In this new world order, advisors have come to the realization that the status quo need not be something they settle for. And for their high net worth clients, they too have recognized that wanting more from their advisors and the firms they work for is a right that they’ve earned. As such, new models have emer...

/PRNewswire/ -- Cresset announced today that it has hired Gabriel Garcia as Managing Director, Corporate Development; and Matt Mongia as Managing Director,...

Cresset hired E*Trade Advisors alum Gabriel Garcia to help pursue further M&A growth for the $13 billion multi-family office.