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Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client ****** ets, has hired Chris Tiano and Nick Smith as managing directors and wealth advisors in its Los Angeles and New York offices, the firm announced Tuesday.
Tiano and Smith previously served as directors for Lazard Wealth for about two years, according to BrokerCheck. While there, they oversaw $1.1 billion in client ****** ets.
Before Lazard, Tiano worked at Focus Financial Partners and Glenmede Trust Company, while Smith held positions at Merrill Lynch Wealth Management, Bessemer Trust and Fiduciary Trust Company International.
Tiano works with business owners and entrepreneurs whose wealth is concentrated in their companies, guiding clients through liquidity events, portfolio design across public and private markets, and coordination with trust and estate attorneys on tax planning and wealth transfer.
#trust #management
Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client ****** ets, has hired Chris Tiano and Nick Smith as managing directors and wealth advisors in its Los Angeles and New York offices, the firm announced Tuesday.
Tiano and Smith previously served as directors for Lazard Wealth for about two years, according to BrokerCheck. While there, they oversaw $1.1 billion in client ****** ets.
Before Lazard, Tiano worked at Focus Financial Partners and Glenmede Trust Company, while Smith held positions at Merrill Lynch Wealth Management, Bessemer Trust and Fiduciary Trust Company International.
Tiano works with business owners and entrepreneurs whose wealth is concentrated in their companies, guiding clients through liquidity events, portfolio design across public and private markets, and coordination with trust and estate attorneys on tax planning and wealth transfer.
#trust #management
10 days ago
