Avy Stein
Founder & Co-Chairman at Cresset, a multi-family office with over $70B in assets under management. Previously co-founded Willis Stein & Partners.
Best podcasts with Avy Stein
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Aug 2, 2023 • 46min
Live from Allocate's Beyond Summit: $40B AUM Cresset's Avy Stein and Jordan Stein on how private markets are changing wealth management
Avy Stein, Co-Founder of Cresset, and Jordan Stein, Director of Private Capital, discuss the growth of Cresset, the changing wealth management landscape, and the importance of private markets. They explore challenges in investing in private markets, the role of venture capital in portfolio construction, and the value of private investing. They also discuss their investment in Allocate and the challenges of accessing information in different asset classes.
Dec 17, 2019 • 37min
The Ever-Evolving Nature of Family Offices and Where the Opportunity Lies with Avy Stein, Co-Founder and Co-Chairman of Cresset
Avy Stein, Co-Founder and Co-Chairman of Cresset, shares insights from his extensive background in private equity. He discusses the transformation of family offices, particularly how Multi Family Offices are reshaping the wealth management landscape. The conversation delves into the nuances of navigating the investment models between wire houses and RIAs. Stein also highlights the wealth transfer from baby boomers to younger generations, emphasizing the demand for transparency, philanthropy, and innovative governance in managing family wealth.
