Megan Hall Weinberg

Executive Assistant at Cresset

Role: Executive Assistant to the President at Cresset
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Megan Hall Weinberg

Trusted, strategic partner to executive leadership with ten years of experience as a right hand, overseeing all aspects of the executive team.

Experience

Executive Assistant to the President
Cresset
Aug 2025 — Present · San Francisco, CA, US

Education

California Polytechnic State University-San Luis Obispo
Bachelors Degree, Bachelor of Arts in English, Minor in Psychology

Skills

Event Planning
Social Networking
Teamwork
Organizational Effectiveness
Executive Support
Press Releases
Microsoft Office
Public Speaking
Crisis Intervention
Public Relations
Windows
Powerpoint
Microsoft Excel
Personal Development
Event Management
Social Media
Travel Management
Employee Training
Crisis Counselling
Customer Service
Microsoft Word
Team Leadership
Writing
Office Administration
Research
Executive Calendar Management
Crisis Management

Contact information

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Work email
m••••••••@cressetcapital.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••35

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Current company

Cresset

Financial Services · 569 employees · Founded 2017 · Chicago, Illinois, United States

Cresset is a firm built by clients, for clients. As an independent, award-winning* multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success.   We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.   Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. *Forbes Top RIA Firms (issued 10.2025). Based on data from April of the prior year through March of the award year. Rankings are determined by SHOOK Research using a proprietary methodology that considers qualitative and quantitative factors. Barron's Top 100 RIA Firms (issued 09.2025). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Forbes and Barron's award logos. **Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries, controlled affiliates, and awards, please see cressetcapital.com/disclosures/

cressetcapital.com

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About Megan Hall Weinberg

Experience

Executive Assistant to the President

Education

California Polytechnic State University-San Luis Obispo

Skills

Find verified contacts for anyone on LinkedIn