Cresset, a Chicago-based multi-family office and wealth management firm, has formed two new advisory teams to work out of San Francisco. The advisers previously worked at J.P. Morgan and First Republic Bank, where they managed about $5 billion in combined assets.
Dagny Maidman, previously at the J.P. Morgan-owned First Republic Bank and Credit Suisse, joins Cresset to lead its new team of 10 financial professionals serving ultra-high-net-worth clients.
Cresset’s other new advisory team of five people will be led by former First Republic managing directors Chris Chase and Erik Ralston.
Both new teams will work with their UHNW clients to provide family office services in personalized wealth management and investment advising, family governance and wealth planning, concierge services and more.