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Avy Stein

Member, Board of Directors CCM at Cresset Asset Management

Officer record from the firm’s Form ADVForm ADV filed 13 August 2026

Avy Stein is Member, Board of Directors CCM of Cresset Asset Management, LLC, a Chicago investment adviser.

Role at Cresset Asset Management

Title on Schedule A
Member, Board of Directors CCM
Control
Avy Stein is a control person of Cresset Asset Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Avy Stein has held the filed role since December 2023.

The firm

Cresset Asset Management, LLC
Chicago, IL

Form ADV filed 13 August 2026

$78.9B AUM4,911 clients187 advisers17 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Avy Stein is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Avy Stein
CRD
1462029
Firm
Cresset Asset Management, LLC
Record basis
Form ADV officer listing
Firm bio
cressetcapital.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Cresset identifies Avy Stein as founder and co-chairman. It says he co-founded Willis Stein & Partners in 1994, later launched Cresset in 2017, and earlier served at CIVC and Cook Energy Corporation. Official firm biography page

Education

Common questions

Where does Avy Stein work?

Avy Stein has been Member, Board of Directors CCM of Cresset Asset Management, LLC since December 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 August 2026

Leadership at Cresset Asset Management

  • Susan Hamilton
    Member, Chief Executive Officer
  • Michael Costabile
    Executive Managing Director, Chief Financial Officer
  • Amy Hong
    Executive Managing Director, Chief Operating Officer & Chief Compliance Officer
  • Jack Ablin
    Executive Managing Director, Founding Partner & Chief Investment Strategist
  • John Amboian
    Member, Board of Directors CCM
  • Eric Becker
    Member, Board of Directors CCM
  • Brenton Durham
    Member, Board of Directors CCM
  • Karl Heckenberg
    Member, Board of Directors CCM
  • Jessica Malkin
    Executive Managing Director, Chief Growth Officer
  • Douglas Regan
    Founding Partner & Co-Chairman
  • Mayo Shattuck
    Member, Board of Directors CCM
  • Michael Silverman
    Executive Managing Director, Chief Investment Officer
  • Paul Tramontano
    Member, Board of Directors CCM

Sources

  1. IAPD individual lookup, CRD 1462029. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Cresset Asset Management, LLC, filed 13 August 2026. Title, control and ownership bands.
  3. Cresset Asset Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Avy Stein or Cresset Asset Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.