Cressett Adds Advisors From Bank Of America, Fidelity, JPMorgan
A trio of advisors are joining Crescent Asset Management from Bank of America, Fidelity and JP Morgan.
According to the firm, Chris Georgopoulos will leave Bank of America to join Cressett’s West Palm Beach, Fla. office, while Thomas McCain from Fidelity will join Cressett’s Chicago headquarters and Beth Keitel Chandler will exit JPMorgan to move out of Cressett’s Atlanta office.
Georgopoulos has two decades in the industry, starting his career as an equity and options trader with AMR Capital, before leading the sales team at Lowry Research Corp. In 2017, Georgopoulos joined Bank of America Private Bank, acting as lead advisor to several ultra high net worth clients.
McKeown’s specialties include investment management, wealth transfer and estate planning. At Fidelity, he worked as a financial advisor to high-net-worth individuals and families.
Chandler will join Cresset as a Managing Director in its Atlanta office to assist first-generation funding clients. Prior to wealth management, Chandler was a consultant at Booz Allen Hamilton, a private banker at Credit Suisse, and a wealth advisor for Goldman Sachs. At JPMorgan, Chandler was a vice president and wealth advisor, assisting high-net-worth individuals in the southeastern United States.
Private Equity Investors Eric Baker and Avi Stein Co-founded Cresset in 2017, creating a rapidly expanding firm that now has over $23 billion in net assets. last fall, Cresset merges with Burman Capital Advisorsmultifamily offices in Atlanta and Austin with assets of $4.7 billion; The partnership grew Cresset to more than $20 billion and expanded its presence in the Atlanta area (while adding 33 team members to Cresset’s Atlanta office).
In early 2021, Hanley SayersA Houston-based consultant joined Cressette from Goldman Sachs.