Dimant Narendra Patel

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

• 02/2020 → 11/2022
  Unemployed
  New Orleans, LA
• 02/2019 → 02/2020
  Bank Of America Private Bank
  San Antonio, TX
• 02/2017 → 02/2019
  Kforce Inc
  Atlanta, GA
• 01/2017 → 02/2017
  Randstad North America, Inc.
  Atlanta, GA
• 04/2016 → 01/2017
  Unemployed
  Atlanta, GA
• 11/2022 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Designations

• Chartered Financial Analyst