I am a Managing Director at Cresset where I deliver financial solutions on behalf of highly successful families by providing financial planning, pre-sale planning, asset management, concentrated stock hedging strategies for corporate executives, lending, trust & estate planning, philanthropic planning, family governance, education/financial literacy, consolidated performance reporting, and alternatives strategy due diligence. Much of my work is with wealthy clients and families to help them achieve and maintain their personal vision of financial fulfillment. Wealth management is far more than simply providing investment advice- it is a deeply personal relationship born from a comprehe