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Email: avy*****@cre******.com
Mobile: 75853*****
Estimated Net Worth 💰 : ₹0 – ₹500+ Cr (approx. $0 – $60M)
Key Insights You Should Know About This Individual
- Avy Stein is the Founder and Chairman of Cresset, which was established in 2017, aiming to provide a new model for investment management and wealth advisory services.
- Cresset focuses on growth and has seen significant organizational expansion, with a growth rate of approximately 39% over two years.
- Prior to founding Cresset, Avy Stein co-founded and served as Managing Partner at Willis Stein & Partners, a private equity firm, starting in 1994.
- At Willis Stein & Partners, Stein contributed to the growth and success of the firm, developing extensive experience in investment and capital management.
- Cresset has established a reputation in the industry for its commitment to client-centric services that combine rigorous investment strategies with personalized advisory support.
- The firm emphasizes a collaborative approach, integrating expertise across various financial domains to create tailored solutions for clients.
- Stein remains actively engaged in shaping the strategic direction of Cresset, focusing on innovation in financial services.
- Cresset’s establishment aligned with a broader trend towards enhancing transparency and accountability within the investment sector.