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Alexandre S

CFP®, Series 63, Series 65

Tampa, FL

Cresset Asset Management, LLC

Alexandre Santos is a CFP® with 25 years of experience in the financial services industry. He is currently with Cresset Asset Management, LLC and previously worked at UBS Financial Services for 11 years. Santos serves on the boards of the Vita Nova Foundation, which provides services to homeless youth, the University of Miami Sports Hall of Fame & Museum, and the Bayshore Little League in Tampa, where he is also president of the board and coaches. Cresset Asset Management is a multi-disciplinary adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across a range of asset classes, including alternatives and private funds.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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