CoverProfile

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

View more

Profile Information

Executive Managing Director

Cresset

Investment Team

Investor

Multi-Family Office

Bozeman

Montana

United States

Aug 28, 2025

More profiles to browse

PB
Pat Biladeau
Partner, Market Managing Director & Wealth Advisor
Profile Photo
Patrick Canning
Managing Director, Vice Chairman
Profile Photo
Christopher J. Demonte
Partner, Managing Director & Wealth Advisor
Profile Photo
Sarah E. Burney
Managing Director, Wealth Advisor

You Might Like

JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services