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

Alissa Levy
Director, Private Wealth Client Services
Cresset
United States, Colorado, Denver
About Me
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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