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Cresset Lures Advisors From Bank of America, Fidelity, J.P. Morgan

The three advisors joining the $23 billion firm will expand Cresset Asset Management’s West Palm Beach, Atlanta and Chicago offices.

A trio of advisors are joining Cresset Asset Management from Bank of America, Fidelity and J.P. Morgan. 

According to the firm, Chris Georgopoulos will leave Bank of America to join Cresset’s West Palm Beach, Fla., office, while Thomas McKeown will join Cresset’s Chicago headquarters from Fidelity, and Beth Kytle Chandler will exit J.P. Morgan to work out of Cresset’s Atlanta office.

Georgopoulos has two decades in the industry, beginning his career as an equity and options trader with AMR Capital, before a stint leading the sales team at Lowry Research Corp. In 2017,  Georgopoulos joined from Bank of America Private Bank, working as lead advisor for a number of ultra-high-net-worth clients. 

McKeown’s specialties include investment management, wealth transfer and estate planning. At Fidelity, he worked as a financial consultant for high-net-worth individuals and families. 

Chandler will join Cresset as a managing director at the Atlanta office, assisting first-generation wealth clients. Prior to wealth management, Chandler was a consultant at Booz Allen Hamilton, a private banker at Credit Suisse and a wealth advisor for Goldman Sachs. At J.P. Morgan, Chandler was a vice president and wealth advisor, assisting HNW individuals in the southeastern United States.

Private equity investors Eric Becker and Avy Stein co-founded Cresset in 2017, creating a quickly expanding firm that now totals more than $23 billion in assets. Last fall, Cresset merged with Berman Capital Advisors, an Atlanta and Austin, Texas–based multifamily office with $4.7 billion in assets; the partnership pushed Cresset over $20 billion and expanded its presence in the Atlanta region (while adding 33 team members to Cresset’s Atlanta office).

Earlier in 2021, Hanley Sayers, a Houston-based advisor, joined Cresset from Goldman Sachs.

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