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Susie Cranston

Cresset · Reported Oct 6

In network coverage since August 21, 2026 · 10 stories

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Cresset-NAT combination would create a $13.1 billion trust platform for advisors

Cresset would move its $5.4 billion trust division onto National Advisors Trust's national charter, which already serves more than 340 wealth firms.

M&A · Oct 5Cresset pursues National Advisors Trust deal to build a $13.1B trust platform

Moves · Sep 18Cresset Bought a Business, Not a $4 Billion Book

move · Sep 1Cresset's $4B UBS grab resets the RIA pitch

Moves · Aug 26Cresset's Boca Raton liftout is a CPA template with $4 billion attached

Moves · Aug 25Cresset pulls $4B UBS team into Boca Raton

Moves · Aug 25Cresset's Platform Pitch Pulls a $4B UBS Team

move · Aug 25Cresset pulls $4B UBS team, resets breakaway floor

Moves · Aug 24U.S. Bank bets on credit to keep private banking teams

practice · Aug 21AI is the capacity answer to the advisor shortage

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