CoverProfile

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

View more

Profile Information

Director, Private Wealth Client Services

Cresset

Investment Team,Operations Team

Investor

Multi-Family Office

Denver

Colorado

United States

Jul 28, 2024

More profiles to browse

Profile Photo
Sarah E. Burney
Managing Director, Wealth Advisor
JA
Jill Asrael
Managing Director, Wealth Advisor
DP
Douglas P. Regan
Founding Partner & Co-Chairman
Profile Photo
Patrick Canning
Managing Director, Vice Chairman

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth