Updated
Updated · Wealth Management · Jul 21
Cresset Capital Hires 2 Lazard Wealth Advisors, Adding $1.1 Billion AUM
Updated
Updated · Wealth Management · Jul 21

Cresset Capital Hires 2 Lazard Wealth Advisors, Adding $1.1 Billion AUM

1 articles · Updated · Wealth Management · Jul 21

Summary

  • $1.1 billion in client assets moved with Chris Tiano and Nick Smith, whom Cresset Capital named managing directors and wealth advisors in Los Angeles and New York.
  • Cresset said the hires extend its recruiting push as the New York-based multi-family office, which oversees more than $250 billion, adds advisors serving ultra-high-net-worth families, entrepreneurs and business owners.
  • Tiano and Smith spent about two years at Lazard Wealth, where they advised on liquidity events, portfolio construction, estate planning, tax strategy and wealth transfer.
  • The additions fit a broader talent raid by Cresset, which has recently recruited advisors from RIAs and wealth units at Goldman Sachs and J.P.Morgan.

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