Lizbeth Magana

Associate, Wealth Management at Cresset Capital

Role: Associate at Cresset
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Associate
Cresset
Apr 2023 — Present · Menlo Park, CA, US
Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

Education

Summit Preparatory Charter High School
High School
Mid-Peninsula High School
High School Diploma
2015 — 2017
University of the Pacific - Eberhardt School of Business
Bachelor of Science - BS, Marketing
2017 — 2021
University of the Pacific
Master in Business Analytics, Business

Contact information

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Work email
l••••••@cressetcapital.com
Personal email
•••••@•••••.com
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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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Experience

Associate

Education

Summit Preparatory Charter High School

Mid-Peninsula High School

University of the Pacific - Eberhardt School of Business

University of the Pacific

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