Cresset has announced it is expanding its Houston office with the addition of a wealth advisory team led by Michael Ellington, Zach Gardner and Danique van der Velden. Formerly with Bernstein Private Wealth Management, this team managed $1.4 billion in assets in their former roles.
The team has nearly 30 years of experience advising business owners, entrepreneurs and ultra-high-net-worth families, with a specific focus on pre- and post-transaction planning, including public and private investment management, estate and tax planning.
Read the full statement here.
