Avy Stein

Founder & Chairman at Cresset Capital

Avy Stein is the Co-Founder and Co-Chairman of Cresset Capital, a multi-family office that manages over $50 billion in assets. He has a robust background in private equity and entrepreneurship, having been instrumental in starting, investing in, and growing more than 150 businesses while raising over $8 billion in funds throughout his career.1 2 3

Career Highlights

Cresset Capital: Founded in 2017, Cresset aims to reinvent the wealth management experience for ultra-high-net-worth families and entrepreneurs. Under Avy's leadership, the firm has gained recognition as a top Registered Investment Advisor (RIA) by Barron’s and Forbes.1 3
Willis Stein & Partners: Prior to Cresset, Avy served as CEO of this private equity firm, which he co-founded in 1994. He managed investments across various sectors including education and clean energy.1 2
Lincoln Clean Energy: He co-founded this company, which focuses on utility-scale clean energy projects, later acquired by I Squared Capital in 2016.1 2

Educational Background

Avy holds a law degree from Harvard Law School and a Bachelor of Science in accounting from the University of Illinois.1 2

Philanthropy and Civic Engagement

Avy is actively involved in philanthropy and serves on several boards:

Board member of HilCo Global
Member of the Board of Trustees and former Treasurer of the Ravinia Festival
Supporter of B.U.I.L.D., a nonprofit focused on career development for at-risk youth.1 2

His extensive experience and commitment to innovation have positioned him as a prominent figure in the wealth management industry.