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Alissa Levy

Director, Private Wealth Client Services

Cresset

United States, Colorado, Denver

About Me

Alissa Levy is a Director, Private Wealth Client Services at Cresset in the Denver office. She collaborates with Wealth Advisors, Custodians, other departments, etc. to meet the needs of clients and to deliver personalized white-glove service. She specializes in developing relationships with clients and has extensive experience processing private investment opportunities. Originally from Wilmette, in the ten years prior to Cresset Alissa held a like-titled role at another Chicago-based RIA, Vivaldi Capital Management, working with high-net and ultra-high net worth individuals, families, and other RIAs. Alissa earned a Bachelor of Arts degree in Political Science with Distinction and a Cer

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Profile Information

Director, Private Wealth Client Services

Cresset

Investment Team,Operations Team

Investor

Multi-Family Office

Denver

Colorado

United States

Jul 28, 2024

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