New York, NY Office

Mark Mulvoy is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Investment Management and First Republic Securities Company. Outside of his advisory role, Mr. Mulvoy serves as a manager for a client-owned LLC, a non-investment activity for which he receives no compensation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients and employs a diversified, asset-allocation-driven approach that includes both active and passive strategies, third-party manager allocations, and private fund management.

Nicholas Smith is a financial advisor at Cresset Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Lazard Asset Management LLC and Merrill Lynch. Prior to his advisory career, he spent two years at Cornell University's S.C. Johnson Graduate School of Management and five years at Bessemer Trust. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Mark Ostroff is a financial advisor at Cresset Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at MAI Capital Management, Evoke Advisors, Oath Private Capital, and Alloy Asset Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation with active and passive management across various asset classes.

Mark Thompson is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James. Cresset Asset Management is a multi-disciplinary investment 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 various asset classes, including alternatives.

Angela Raitzin is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds the CFP® designation along with Series 66, 63, and 65 licenses. Prior to joining Cresset in 2023, she worked at First Republic Investment Management and First Republic Securities Company in various roles from 2015 to 2023. She serves as an advisory board member for the Institutional Investor Wealth Advisor Summit. Cresset Asset Management is a multi-disciplinary firm managing approximately $78.9 billion in 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 broad range of asset classes including alternatives, and incorporates tools such as artificial intelligence and machine learning in its research and client services.

Ralph Divino is a financial advisor at Cresset Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BNY Investments, FLX Networks, Macquarie Investment Management, and Voya Investment Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles using a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes, including alternatives.

Jeanne Mcgannon is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2023. Prior to joining Cresset, she worked for seven years at Geller Advisors LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and both active and passive strategies across a range of asset classes.

Sam Katzman is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities Company in various roles from 2015 to 2023. Katzman also serves as a trustee for clients' accounts. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and management of private funds across multiple asset classes.

Andrew O’Connell is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2023. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes discretionary and non-discretionary portfolio management, wealth management, financial planning, and private fund advisory services.

John Crampton is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Cresset Asset Management, LLC since 2023 and previously held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and UBS Financial Services, Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and incorporates third-party managers, supported by a structured due diligence and monitoring process.

Alexander Lytle is a Series 65-licensed financial advisor at Cresset Asset Management, LLC with four years of industry experience. He previously worked at First Republic Investment Management, Inc. and has a background that includes roles at Fairfield University and Canterbury School. Cresset Asset Management is a multi-disciplinary investment 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 investments across multiple asset classes, including alternatives such as private equity and digital assets.

George Boudria is a financial advisor at Cresset Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including First Republic Securities Company, Merrill, Bank of America, and Stephens Inc. before joining Cresset in 2023. Cresset Asset Management manages approximately $78.9 billion in assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes, including alternatives.