Achieve your financial goals and build generational wealth.

Wealth Management for
Pro Athletes & Entertainers

$ 0 B+
Assets Under Management¹
0
Barron’s Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithm. Awarded 3/15/23 for data as of 9/30/22. Cresset paid no application fee to participate.

0
True Fiduciary® Standards¹

Who We Are

TRUE Cresset | Sports + Entertainment* was founded with the goal of creating an independent, boutique, multi-family office and private investment firm specifically designed to support professional athletes, entertainers, and entrepreneurs throughout their wealth journey. TRUE Cresset empowers clients to build generational wealth through all phases of life.

Since inception, TRUE Cresset has successfully grown its asset base, expanded advisory services, built a robust and dynamic investment platform, and remained steadfast in creating financial literacy and security for its clients.

TRUE Cresset is headquartered in Chicago, IL with a total of 19 offices nationwide.

*Cresset Asset Management LLC conducting business as TRUE Cresset | Sports + Entertainment (“TRUE Cresset” or “TRUE Cresset | Sports + Entertainment”)

Stretching on Running Track

Sophisticated Services Tailored to the
Needs of Athletes & Entertainers

Who We Serve

Our client base spans the globe and is primarily comprised of professionals in the sports, notably basketball, football, and baseball, and entertainment industries. Our services are structured to support the complex needs of high-net-worth and ultra-high-net-worth individuals and families. We enhance our clients’ remarkable achievements and ever-changing lifestyles by developing personalized and sophisticated investment portfolios that address their immediate needs and preserve wealth for generations.

We understand the complex challenges our clients encounter at various phases of their career and develop customized solutions to enhance their financial well-being. With a focus on education and commitment to transparency, our customized approach prepares our clients for the responsibilities of wealth.

Basketball Player Jumping

Our Team

Doug Raetz

Co-President

Heather Goodman

Co-President
Eric Becker Headshot

Eric Becker

Founder and Co-Chairman

Avy Stein

Founder and Co-Chairman

Adwoa Mograbi

Executive Managing Director, Chief People Officer

Michael Costabile

Executive Managing Director, Chief Financial Officer
Jake Bond

Jake Bond

Managing Director, Wealth Advisor
Kenny Sorosky

Kenny Sorosky

Managing Director, Wealth Advisor
Bret Fincher

Bret Fincher

Managing Director, Wealth Advisor
Chris Stout

Chris Stout

Managing Director, Wealth Advisor
Travis Henry

Travis Henry

Director, Wealth Advisor
Chris Schlatter

Chris Schlatter

Director, Wealth Advisor
Jackson Crowther

Jackson Crowther

Director, Wealth Advisor
Dani Fitzgerald

Dani Fitzgerald

Director, Wealth Advisor
Brandon Williams

Brandon Williams

Director, Wealth Advisor
James Danforth

James Danforth

Director, Cresset Private Capital
Jason Dufloth

Jason Dufloth

Director, Private Wealth Client Service
George Lujan

George Lujan

Associate Director, Wealth Advisor
Jon Marc Carrier

Jon Marc Carrier

Associate Director, Wealth Advisor
Turel Karaman

Turel Karaman

Associate Director, Private Wealth Client Service
Kevin Lichtig

Kevin Lichtig

Associate Director, Private Wealth Client Service
Jaclyn DeBacco

Jaclyn DeBacco

Associate Director, Private Wealth Client Service
James Cheap

James Cheap

Associate, Cresset Private Capital
Antonio Stephenson

Antonio Stephenson

Associate, Private Wealth Client Service
Brian Barragan

Brian Barragan

Associate, Private Wealth Client Service
Pat Van Der Linde

Pat Van Der Linde

Associate, Private Wealth Client Service
Patrick Drolet

Patrick Drolet

Associate, Private Wealth Client Service
Dean Perez

Dean Perez

Associate, Private Wealth Client Service
Stephanie Anderson

Stephanie Anderson

Associate Director, Tax Services
Patrick Hunt

Patrick Hunt

Associate Director, Consolidated Reporting
Corey Kelly

Corey Kelly

Director of Marketing
Rhys Daniel

Rhys Daniel

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"Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work."

Vince Lombardi

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