Cresset announced today that it has hired Mark Rogozinski as Executive Managing Director of its Family Office Services group. Rogozinski brings 30 years of experience in wealth management, including wealth advisory, wealth tech, and multi-family office firms, and has served in multiple roles, including CFO, COO, and CEO. Prior to joining Cresset, Rogozinski served as Chief Strategy Officer for Pitcairn, where he focused on long-term growth initiatives for the firm.
“It’s an honor to join a firm like Cresset that is purposefully built by clients, for clients,” Rogozinski said. “Cresset’s Family Office Services team is nothing short of impressive, and Cresset is the perfect match for my experience and skillset.”
At Cresset, Rogozinski will oversee all Family Office Services, which includes CFO services, Tax, Lifestyle, Wealth Planning, Wealth Strategy, Family Governance, Risk Management, and Banking and Lending. He will report to Cresset President Liz Nesvold.
“Mark is a highly respected and deeply knowledgeable family office leader, and I’ve had the opportunity of getting to know Mark personally and professionally over the last two decades. He’s an incredible addition to the team, and Mark’s leadership will ensure the delivery of a truly holistic family office experience for clients. We are thrilled to welcome him to the Cresset family.” Nesvold said.
Rogozinski has previous experience as CEO of Asset Vantage, Inc.; President of RockIT Solutions, Inc., the Rockefeller & Co technology and back-office platform; and COO of Homrich Berg.
Rogozinski graduated from Babson College with a Bachelor of Science degree in Finance/Investments, Entrepreneurial Studies and Communications.
About Cresset
Cresset is an independent, award-winning multi-family office and private investment firm with more than $35 billion in assets under management (as of 5/23/23). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, and executives, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.
