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Dagny Maidman

Executive Managing Director

Cresset

United States, Montana, Bozeman

About Me

Dagny Maidman is an Executive Managing Director, Wealth Advisor at Cresset. In this role, Dagny provides creative, tailored, tax-sensitive wealth solutions for ultra-high-net-worth clients. She seamlessly partners with legal, tax and other professional advisors to deliver comprehensive advice and is known for her ability to distill complexity. In portfolio construction, Dagny is sensitive to weeding out uncompensated risk and employs dynamic hedging strategies to generate income, reduce portfolio volatility, and manage concentrated stock positions. A lawyer by training, she practiced as a corporate litigator for several years before transitioning to financial services in 1996. Dagny earne

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Profile Information

Executive Managing Director

Cresset

Investment Team

Investor

Multi-Family Office

Bozeman

Montana

United States

Aug 28, 2025

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