Sam Katzman

Executive Managing Director at Cresset Capital

Role
Executive Managing Director at Cresset
Location
West Palm Beach, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Executive Managing Director

    Cresset

    Apr 2023 — Present · West Palm Beach, FL, 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

  • Emory University

    BBA, Accounting

    1980 — 1984

  • The Wharton School

    mba, Finance

    1995 — 1997

Skills

  • Hedge Funds
  • Asset Allocation
  • Fixed Income
  • Securities
  • Fixed Income Analysis
  • Economics
  • Equities
  • Capital Markets
  • Series 7
  • Investment Strategies
  • Alternative Investments
  • Financial Modeling
  • Portfolio Management
  • Investments
  • Asset Management

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Sam Katzman — Executive Managing Director at Cresset in West Palm Beach, FL, US | Unifers