Cresset
Cresset is seeking an Associate, Investment Analyst to join its San Francisco-based Wealth Advisory Team, supporting Wealth Advisors and Client Service Associates in delivering exceptional client outcomes. The role focuses on providing data-driven insights, analytical thinking, and technical depth to help optimize wealth and life for high-net-worth clients. This position involves collaborating with the team to develop investment recommendations, manage portfolios, and integrate firm-wide research into client strategies.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cresset.
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