Michael David Pinckney

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 08/2019
  Bny Mellon Wealth Management
  Chicago, IL
• 09/2019 → 04/2025
  Cresset Asset Management, Llc
  Chicago, IL
• 04/2025 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-15
• S63 Uniform Securities Agent State Law Examination
  2011-03-11