Taylor A.

Associate, Private Wealth Client Services at Cresset

Role
Associate, Private Wealth Client Services at Cresset
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Associate, Private Wealth Client Services

    Cresset

    Jul 2024 — Present · Houston, TX, 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

  • University of Houston

    Bachelor of Science (BS), Computer Information Systems

    2010 — 2015

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Taylor A. — Associate, Private Wealth Client Services at Cresset in Houston, TX, US | Unifers