Jobs · Finance · Wisconsin

Cresset Adds Two Wealth Advisors From Lazard Wealth

Family Wealth Report · Two Rivers, WI · 3 mo ago
FinanceFull-time

Cresset has hired Chris Tiano and Nick Smith as managing directors and wealth advisors, based in Los Angeles and New York respectively. Both join from Lazard Wealth, where they oversaw $1.1 billion in assets under advisement.

About the Role

Tiano works with business owners and entrepreneurs whose wealth is concentrated in the companies they have built, advising on liquidity events and coordinating with trust and estate attorneys and accountants on tax planning and wealth transfer.

Smith advises ultra-high net worth individuals, families, and institutional clients on investment management, estate planning, wealth transfer, and tax strategy.

Background

Chris Tiano previously advised individuals, families, and non-profit institutions at Focus Financial Partners and Glenmede Trust Company. He holds an MBA from Columbia Business School and a bachelor of arts in economics from Columbia University.

Nick Smith has 15 years of experience in the field. His earlier career included roles as a senior relationship manager at Merrill Lynch Wealth Management, a client advisor at Bessemer Trust, and an associate at Fiduciary Trust Company International. He holds an MBA from Cornell University's S C Johnson Graduate School of Management, a bachelor of arts in political science from Denison University, and the Certified Trust and Fiduciary Advisor designation.

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