Steve Berardi
Membre du Comité d'Investissement chez Cresset Asset Management LLC
Profil
Mr. Stephen H.
Berardi, CFA, is a Managing Director & Wealth Advisor at Cresset Asset Management LLC.
Mr. Berardi serves on Cresset's Investment Committee.
He and his team direct a unified, data-driven approach to asset allocation, investment manager due diligence and portfolio implementation.
Through True Fiduciary standards, he helps bring clarity and transparency to Family Office clients on complex financial planning, investment strategies and ongoing portfolio management.
Mr. Berardi has over 20 years of experience working directly with ultra-high-net-worth individuals, and has led national committees ranging from portfolio implementation to elevating the multi-family office experience.
Prior to joining Cresset, Mr. Berardi was Director of Asset Management for Abbot Downing, the multi-family office of Wells Fargo, where he provided ultra-high-net-worth clients with strategic long-term investment guidance.
He also held past positions as Family Investment Officer for GenSpring Family Offices and Director of Investment Advisory Services at Wealth & Tax Advisory Services.
His extensive experience includes advising executives, wealthy individuals, and entities on overall investment planning, with responsibilities for investment policy formation, asset allocation strategy development, investment manager selection, portfolio performance monitoring, and client relationship management.
Mr. Berardi is a holder of the right to use the Chartered Financial Analyst® designation, and is a member of both the CFA Institute and Washington Society of Investment Analysts.
He graduated from Drexel University with a BS in Finance and Marketing.
Postes actifs de Steve Berardi
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 16/06/2020 |
Anciens postes connus de Steve Berardi
| Sociétés | Poste | Fin |
|---|---|---|
Cresset PKP LLC
 Cresset PKP LLC Investment ManagersFinance Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients. | Head-Equity Investments | 16/06/2020 |
Abbot Downing Investment Advisors
 Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations. | Corporate Officer/Principal | 01/07/2017 |
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Corporate Officer/Principal | 01/04/2014 |
Andersen Tax LLC
 Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Corporate Officer/Principal | - |
Formation de Steve Berardi
| Drexel University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cresset PKP LLC
Cresset PKP LLC Investment ManagersFinance Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients. | Finance |
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations. | Finance |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Finance |
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 |
