Michelle Franco Trivers

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

• 08/2012 → 01/2020
  Morgan Stanley
  Atlanta, GA
• 01/2020 → 02/2021
  Rockefeller Capital Management
  Atlanta, GA
• 04/2021 → 10/2021
  Berman Capital Advisors, Llc
  Atlanta, GA
• 10/2021 → Present
  Cresset Asset Management, Llc
  Atlanta, GA

Previous Registrations

• 2021-06-16 → 2021-10-19
  Berman Capital Advisors, Llc
  Atlanta, GA
• 2020-01-30 → 2021-03-02
  Rockefeller Financial Llc
  Atlanta, GA
• 2014-01-02 → 2020-01-14
  Morgan Stanley
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2013-12-30
• S63 Uniform Securities Agent State Law Examination
  1995-03-16

Other Names

• Michelle Ellen Franco
• Michelle Ellen Goodman
• Michelle Ellen Franco
• Michelle Franco Goodman