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Cresset

In network coverage since August 26, 2026 · 16+ stories

2Deals on our tracker

+1Talent net · 12 months1 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 1 incoming events · 0 outgoing events

Aug 25 · team liftout

Aug 25 · advisor move

Aug 25 · advisor move

Arrivals

Aug 25 · from UBS Financial Services

Departures

None tracked.

Deal recordFull tracker →

Oct 4, 26Deal announcedNational Advisors Trust · $13 — coverage

Oct 4, 26Deal announcedNational Advisors Trust · $13 — coverage

Network coverage

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Cresset hires former Blackstone strategist Joe Zidle as chief market strategist

Zidle spent nearly eight years at Blackstone Private Wealth and later founded his own research and investment strategy firm.

book · Oct 6Cresset-NAT combination would create a $13.1 billion trust platform for advisors

Deals & PE · Oct 6Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform

M&A · Oct 5Cresset pursues National Advisors Trust deal to build a $13.1B trust platform

move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

book · Sep 24The succession gap is a price nobody wrote down

move · Sep 23UBS freezes the grid and bets stability beats a check

The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.

Moves · Sep 18Cresset Bought a Business, Not a $4 Billion Book

move · Sep 16Merrill recruits again while Morgan Stanley makes a capacity pitch

M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book

The Close · Sep 8The ethical will is the advisor retention play

move · Sep 4Rockefeller's double raid puts a price on the cap table pitch

move · Sep 1Cresset's $4B UBS grab resets the RIA pitch

move · Sep 1Cetera's enterprise channel becomes the $1B exit

Moves · Aug 26Cresset's Boca Raton liftout is a CPA template with $4 billion attached