People Moves
Cresset Adds Wealth Advisor Trio
The three advisors come from a range of large financial institutions.
Cresset Asset
Management has appointed three wealth advisors from Bank of
America Private Bank, Fidelity Investments, and JP Morgan
Securities.
The advisors are Chris Georgopoulos, who is joining Cresset’s
West Palm Beach, Florida, office; Thomas McKeown, CFP,
is joining Cresset’s headquarters office in Chicago;
and Beth Kytle Chandler, is joining Cresset’s office in
Atlanta.
Georgopoulos specializes in providing concierge service and
solutions to CEO founders, entrepreneurs, and ultra-high net
worth individuals and families and works with clients
throughout the country.
Georgopoulos began his career in 2002 as an equity and options
trader with AMR Capital. In 2010 he left the trade desk to head
the sales team at Lowry Research Corp. Most recently, in 2017, he
joined Bank of America Private Bank as a private client advisor
and served as the lead advisor on a large book of ultra-high
net worth clients. Georgopoulos is a graduate of
the University of Tampa with a bachelor’s degree in finance with
a concentration in statistics.
McKeown is based in Cresset’s Chicago office. Prior to Cresset,
McKeown worked in various roles at Fidelity Investments, most
recently as a financial consultant developing financial plans and
investment strategies for high net worth individuals and
families. McKeown earned a bachelor of arts in environmental
studies with a focus on economics from Hamilton College and is a
Certified Financial Planner (CFP®).
Chandler serves as a managing director and wealth advisor with
Cresset’s Atlanta office. Previously, Chandler served as VP and
wealth advisor with JP Morgan Securities, where she led a wealth
management team supporting high net worth clients across the
Southeast. Prior to JP Morgan, she was a private banker at Credit
Suisse Securities and a private wealth advisor at Goldman Sachs.
Before her career in finance, Chandler was a consultant at Booz
Allen Hamilton, where she focused on corporate social
responsibility and intellectual capital development.
Cresset is a multi-family office with more than $23 billion in assets under management (as of January 31, 2022).