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MEMBER PROFILE

 

Abby Holmes

Cresset Capital

 

Member profile details

Membership level
Maryland Individual
First name
Abby
Last name
Holmes
Title
Managing Director, Wealth Advisor
Company
Cresset Capital
XPX Chapter Email Lists
  • DC Metro News & Events
  • Maryland News & Events
 

CONTACT INFORMATION

City
Reston
State
Virginia
 

PROFILE INFORMATION

Call me when
you need a CFP, CEPA to support business owners 1 - 2 years pre-liquidity and who is interested in a fiduciary family office advisor.
Why I/we support XPX
Teamwork and collaboration is critical in this practice, so being able to work with and coordinate with like-minded professionals is of great value to clients.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Estate planning
  • Family business
  • Investments
  • Philanthropy
  • Private placements
  • Transaction advisory
  • Trusts
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Real Estate/Construction
  • Software/Internet
Professional Certification(s)
CFP®, CEPA
In Business Since
2015
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