Stephen Berardi is Managing Director, Wealth Advisor and serves on Cresset’s Investment Committee. Steve and his team direct a unified, data-driven approach to asset allocation, investment manager due diligence and portfolio implementation. Through True Fiduciary® standards, Steve helps bring clarity and transparency to Family Office clients on complex financial planning, investment strategies and ongoing portfolio management. Steve has over 20 years of experience working directly with ultra-high-net-worth individuals, and has led national committees ranging from portfolio implementation to elevating the multi-family office experience. Steve came to Cresset with the PagnatoKarp acquisition.