David Legus

Managing Director @Cresset

Naples, FL, US
EMAILS
d•••••@cressetcapital.com
MOBILE NUMBERS
+16•••••••07

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WORK HISTORY

Jan 2017 — Present

Managing Director @Cresset

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Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most. Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors.

EDUCATION

1986 — 1990

University of Notre Dame

Bachelor of Business Administration - BBA, Finance

1995 — 1997

UCLA Anderson School of Management

MBA, Finance & Marketing

SKILLS

Series 63InvestmentsStrategyEstate PlanningSeries 7Start-UpsFinanceAsset AllocationReal EstateEquitiesMutual FundsBusiness DevelopmentMulti-Generational PlanningEntrepreneurshipInvestment StrategiesRetirementRelationship ManagementValuationLuxuryInvestment AdvisoryAsset ManagementWealth ManagementInvestment BankingHedge FundsSeries 65Fixed IncomeExecutive ManagementHigh Net Worth IndividualsWealth Management ServicesStrategic Financial PlanningInvestment ManagementWealthInsurance Premium FinancingSecuritiesLuxury LifestyleAsset ManagmentFinancial AdvisoryRetirement PlanningMulti-Generational Wealth TransferPrivate Banking

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