In this episode of the series we explore some of the hottest topics in wealth management with Avy Stein, Founder & Co-Chairman at Cresset Capital.

Avy share his unique perspective and experience on:

Coronavirus Update:

How has COVID-19 changed businesses?

How should you plan and handle situations like COVID-19?

What steps can you take today to prepare and help your clients and employees.

COVID-19 worries and concerns.

Pandemic planning: 

How should you adapt on the go and respond to a crisis like COVID-19

How has technology shaped the way we view remote work and what does the future look like?

Innovations in the business 

What is Cresset Capital doing differently in terms of innovation?

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

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BIO

Longtime investor and entrepreneur, Avy Stein is Cresset Capital Management’s co-founder and co-chairman. With his Cresset co-founder, Avy has been involved with starting, investing in and growing over 150 businesses and raising funds totaling over $8 billion.

Before launching Cresset in 2017, Avy served as Chief Executive Officer of Willis Stein & Partners, a private equity firm he co-founded in 1994, where he was responsible for managing the firm’s investments in the education, recycling, telecommunications, energy and consumer sectors. During that time, Avy also co-founded Lincoln Clean Energy, a developer, owner and operator of utility-scale clean energy projects later acquired by I Squared Capital in 2016.

Earlier in his career, from 1989 to 1994, Avy served as managing director for Continental Illinois Venture Corp (CIVC). Previously, he was President of Cook Energy Corporation, an oil and gas exploration and production company, and served as the parent company’s vice president of corporate planning and legal affairs. Avy began his career in 1980 as an attorney at Kirkland & Ellis.

Avy serves on the board of directors for HilCo Global, a Chicago-based financial services company that specializes in asset valuation, monetization and advisory solutions.

Deeply committed to giving back, Stein is an active philanthropist and civic leader. He is a member of the Board of Trustees, former Treasurer, and Chairman of the Investment Committee of the Ravinia Festival. He is also a member of the Harvard Law School Leadership Council. He also provides fundraising support and strategic counsel for B.U.I.L.D. (Broader Urban Involvement in Leadership Development), a nonprofit organization that provides career and educational development for at-risk youth on Chicago’s south and west sides. He is also a director for the Western Golf Association and supports the Evans Scholars Foundation.

Stein received his law degree from Harvard Law School and holds a B.S. in accounting from the University of Illinois.