Cresset, Carson Group and Emigrant Partners hire executives
Jenny Souza, Jen Abboud-Smith and Liz Nesvold respectively took over newly created roles and the CEO post at a major investor in the industry.
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Jenny Souza, Jen Abboud-Smith and Liz Nesvold respectively took over newly created roles and the CEO post at a major investor in the industry.
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.