The latest moves and appointments for wealth management in North America.

Cresset Partners
Cresset Partners in the US has appointed private credit and growth equity figure Tammy Funasaki as its managing director for business development. 

In her new role, Funasaki, who is based in Los Angeles, is responsible for expanding Cresset Partners’ presence on the West coast. She will focus on building partnerships with family offices, institutions, and advisors in relation to their private market investments, including private equity, credit, venture, and real estate, the firm said in a statement. 

Previously, Funasaki served as head of investor relations at Breakwater Management, a private credit and growth equity firm. Prior to Breakwater, Funasaki was a director for a single-family office, as well as an advisor in Goldman Sachs Private Wealth Management division. Funasaki received her MBA in finance from the Stern School of Business at New York University; she holds a bachelor of arts degree in global business from the University of Southern California. 

Cresset Partners has more than $2.4 billion in commitments across real estate, private equity, private credit, and venture capital.

Wealth Management Solutions
Wealth Management Solutions has appointed Melissa Bergeron as client service manager, effective immediately.

Bergeron, who brings more than 20 years of experience in the financial services industry, will be joining partners Richard Riva and Martin Lombrano.