Griffin Victorson
Private Wealth Management | Cresset Capital
- Role
- Associate, Private Wealth Client Services at Cresset
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Griffin Victorson
As an Analyst at Ballast Consulting Group, I leverage my finance expertise to deliver impactful accounting and financial solutions to a diverse range of national clients. My role involves in-depth financial reporting, budgeting, and data analysis, enabling me to provide critical insights and support tailored to each client\'s unique needs.Passionate about financial planning and analysis (FP & A), I am dedicated to leveraging my skills in financial forecasting, modeling, and performance metrics to drive business success. My commitment extends beyond personal growth; I am focused on using my expertise to support companies in making strategic, data-driven decisions that fuel their growth. By continuously deepening my knowledge and applying it effectively within my role, I strive to contribute meaningfully to organizational goals and help businesses thrive.
Experience
Associate, Private Wealth Client Services
Dec 2024 — Present · San Francisco, CA, US
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset\'s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $65 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron\'s and Forbes top RIA Firm
Education
University of Richmond - Robins School of Business
Bachelor of Science in Business Administration - BBA, Concentration in Finance
Northport Senior High School
High School Diploma
2015 — 2019
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