Profil
Mr. Stuart J.
Birdt, CFA MBA, is a Managing Director & Wealth Advisor at Cresset Asset Management LLC.
He will focus on advising Cresset's clients on asset allocation and investment strategies, helping them with all aspects of their wealth-planning needs.
He brings more than 30 years of global investment experience to Cresset.
Mr. Birdt was previously served as Wealth Manager with Manchester Capital Management in Santa Barbara.
While at Manchester Capital Management, he was responsible for managing the investment portfolios and financial relationships for the firm's family office clients.
Prior to Manchester Capital, he was an Investment Officer and Portfolio Manager at a New York-based single-family office.
He began his career in investment banking at Goldman Sachs.
Mr. Birdt earned an M.B.A.
from Harvard Business School with Highest Distinction (Baker Scholar) and his A.B., magna cum laude, in Economics from Dartmouth College.
He also holds the Chartered Financial Analyst designation.
Aktive Positionen von Stuart Jay Birdt
| Unternehmen | Position | Beginn |
|---|---|---|
Cresset Asset Management LLC
 Cresset Asset Management LLC Investment ManagersFinance Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles. | Portfolio Manager-Aktien | 01.10.2021 |
Ehemalige bekannte Positionen von Stuart Jay Birdt
| Unternehmen | Position | Ende |
|---|---|---|
Manchester Capital Management LLC
 Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Corporate Officer/Principal | - |
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| Private Unternehmen | 2 |
|---|---|
Cresset Asset Management LLC
Cresset Asset Management LLC Investment ManagersFinance Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles. | Finance |
Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Finance |
