Cresset acquires Cypress, hints at future OZ deals in the works

Eric Becker, Cresset Asset Management, Barbara Young, Cypress Wealth Advisors, Evanston Advisors, family office, private equityopportunity zones, Avy Stein
Eric Becker. Image sourced to Cresset.
Cresset Asset Management said Thursday it acquired the San Francisco registered investment adviser Cypress Wealth Advisors. Terms weren’t disclosed. Barbara Young, Cypress’s founder, CEO and CIO, will become a partner at Cresset. Cypress adds more than $500 million in AUM, Cresset ...

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