Watch PagnatoKarp's webinar with Jack Ablin, Chief Investment Officer and Founding Partner of Cresset. Jack discussed the current economic landscape, where the recovery may be headed, and investment opportunities to consider.

Key Takeaways:

  1. Areas of Opportunity and Risk Across the Investment Landscape
  2. Potential Paths of the Economic Recovery
  3. Impact of Government Policy in Today’s Markets
Cresset

About Our Guest Speaker

Jack AblinJack Ablin, CFA® is Chief Investment Officer and the leader of Cresset’s investment strategy, providing investment policy and philosophy guidelines to the firm’s advisor teams and clients. Jack joined the organization in 2018 and has three decades of experience in money management. Jack was formerly the Chief Investment Officer with BMO Harris Bank.

Jack is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press; The Wall Street Journal best-seller list, 2009. Jack is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s. Jack served as a Professor of Finance at Boston University, Graduate School of Management. He spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, Florida.

Jack earned an A.B. degree from Vassar College in New York, where he graduated with honors in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, Jack received an M.B.A. with honors and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago.

About Cresset

Cresset provides high-net-worth individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor. Cresset Partners, the private investing group, offers clients direct access to real estate, private equity and other investment opportunities.

Since its inception in 2017, Cresset has grown to over $5 billion in assets under management. Cresset has employees in seven cities providing clients across the country with efficient market access, differentiated goals-based financial and wealth planning, investment advisory services, estate and wealth transfer planning, trust services, banking and lending, and direct access to private investments and state-of-the-art family office services. Cresset: A firm built by clients, for clients.

About PagnatoKarp Cresset

We are a Boutique Family Office specializing in Intelligent Wealth Management™ for CEO Founders, entrepreneurs, wealth creators, PE executives, and ultra-high-net-worth families. With True Fiduciary® standards, we embrace Transparency® and the legal obligation to put your interests first. Frequently ranked on top financial advisor lists by Barron’s and Forbes, our goal is to streamline your life so you have more TIME to spend on what matters to you most.


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