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Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates` suite of offerings, Cresset Wealth Advisors, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. Most recently, Cresset announced plans to launch Cresset Family Office, offering access to an industry-leading, multi-family office for clients whose business is managing their wealth.
Boyne Capital Partners is a Florida-based private equity firm focused on investments in lower middle market companies. Beyond financial resources, Boyne provides industry and operational expertise to its portfolio companies and partners with management to drive company performance and growth.
Newbold Advisors is a Clearwater, FL-based company in the Financial Services sector.
Cornerstone Financial Management is a Richmond, VA-based company in the Financial Services sector.
Capital IQ is a New York, NY-based company in the Financial Services sector.