Stuart Jay Birdt
Gestore di Portafoglio-Azioni presso Cresset Asset Management LLC
Profilo
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.
Posizioni attive di Stuart Jay Birdt
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/10/2021 |
Precedenti posizioni note di Stuart Jay Birdt
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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