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Cresset Capital Snags Two Managing Directors From Lazard Wealth
['Alex Ortolani', 'July', 'Min Read']
Yahoo Finance
Tiano and Smith previously served as directors for Lazard Wealth for about two years, according to BrokerCheck.
Before Lazard, Tiano worked at Focus Financial Partners and Glenmede Trust Company, while Smith held positions at Merrill Lynch Wealth Management, Bessemer Trust and Fiduciary Trust Company International.
"Cresset has built a platform that truly understands the complexities entrepreneurs, business owners and multigenerational families face as their wealth evolves," he said in a statement.
Smith has spent 15 years advising ultra-high-net-worth individuals, families and institutional clients on investment management, estate planning, wealth transfer and tax strategy.
Cresset has been active in recruiting advisors from other RIAs and wealth divisions at banks, including Goldman Sachs and J.P.Morgan.