Cresset Appoints Joe Zidle as Chief Market Strategist
Cresset has appointed Joe Zidle as Executive Managing Director and Chief Market Strategist. With over three decades of experience in macroeconomics, asset allocation, public markets, and private wealth management, Zidle will collaborate with Cresset's investment teams to shape market perspectives for ultra-high-net-worth clients. Zidle previously held senior roles at Blackstone Private Wealth, Richard Bernstein Advisors, and Bank of America Merrill Lynch. He also founded his own research firm focused on macroeconomic trends and portfolio strategy before joining Cresset. In this new role, he will help institutional clients navigate the current economic environment while contributing to investment solutions. Cresset's leadership highlighted Zidle’s ability to translate complex market dynamics into actionable insights for its client base of families, business owners, and entrepreneurs.
Topics: asset allocation investment strategy private wealth management