ria
Cresset
In PWD coverage since August 21, 2026 · 6 stories
+8Talent net · 12 months8 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +8 · 8 arrivals · 0 departures
Advisor
Aug 25 · team liftout
Ed Ventrice
Aug 24 · team liftout
Advisor
Aug 24 · team liftout
Advisor
Aug 24 · team liftout
Arrivals
Michael Bober
Aug 25 · from UBS
Heather Pelant
Aug 25 · from Baker Street Advisors
Avy Stein
Aug 25 · from Cresset Capital Management
Susie Cranston
Aug 25 · from Cresset Capital Management
Unnamed duo
Aug 25 · from Lazard Wealth
Chris Tiano
Aug 25 · from Lazard Wealth
Departures
None tracked.
PWD coverage
Features
The first institutional redemption will test evergreen liquidity
When a pension or endowment redeems from a wealth evergreen fund, the clearing price will reveal whether the channel's liquidity was built for the money it holds.