Cresset Recruits $2B UHNW Advisor From Baker Street

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Cresset, a multi-family office and wealth manager with over $235 billion in assets under management and advisement, has added Heather Pelant as a managing director in the RIA’s San Francisco office. Pelant joins from Baker Street Advisors, where she managed about $2 billion in client assets. “Cresset was built from the ground up to serve families with increasingly complex financial lives,” ...