Avy Stein
InvestorFounder and Co-Chairman at Cresset Capital
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About
Co-founder of Cresset who sought to build an owner-aligned firm combining private markets capabilities and family office services acting as a fiduciary for clients.
Colleagues at Cresset Capital
Alyssa Rosendahl
Managing Director, Trust Services; J.D., CTFA at Cresset Capital
Amanda Plonski
Investor at Cresset Capital
Amy Hong
Executive Managing Director, Chief Operating Officer & Chief Compliance Officer at Cresset Capital
Anne Novak
Managing Director & Vice President, Cresset Trust Company; CPA, PFS, CTFA at Cresset Capital
Anne Paape
Managing Director, Head of Wealth Strategy (J.D.) at Cresset Capital
Bob Dunkin
Investor at Cresset Capital
Bret Fincher
Managing Director, Wealth Advisor at Cresset Capital
Cady Troester
Director, Trust Services; J.D., CTFA at Cresset Capital
Frequently asked questions
- Who is Avy Stein?
- Co-founder of Cresset who sought to build an owner-aligned firm combining private markets capabilities and family office services acting as a fiduciary for clients.
- Where does Avy Stein work?
- Avy Stein is Founder and Co-Chairman at Cresset Capital.
About this profile. Compiled from public sources — Cresset Capital's own website and public professional profiles — and summarised by Fundraising Fox; every fact is kept with where it came from. Spotted an error, or would rather not be listed? Email privacy@fundraisingfox.com · How we build profiles · Your rights