Family Office
Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset
For veteran wealth advisor Paul Tramontano, joining Cresset wasn’t simply about finding a new firm; it was about finding the right long-term home for his team and the families they serve. When evaluating the broad landscape of wealth management firms, they were intent on finding not only the flexibility…
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