People Moves

Cresset Names Ex-Pitcairn Figure For Family Offices Role

Editorial Staff June 6, 2023


The newly-appointed figure brings 30 years of experience to the role.

Cresset, the US wealth management firm, has appointed Mark Rogozinski as executive managing director of its family office services group.

Rogozinski brings 30 years’ experience in wealth management, including wealth advisory, wealth tech, and multi-family office firms, and has served in many C-suite roles. Before joining Cresset, Rogozinski was chief strategy officer for Pitcairn, the multi-family office. He is taking over from David Fisher, who is moving into a senior advisor role with Cresset, a spokesperson for Cresset told Family Wealth Report when asked about the matter.

At Cresset, Rogozinski will oversee all services including chief financial officer services, tax, lifestyle, wealth planning, wealth strategy, family governance, risk management, and banking and lending. He will report to Cresset president Liz Nesvold.

Among other roles, Rogozinski has been CEO of Asset Vantage; president of RockIT Solutions, the Rockefeller & Co technology and back-office platform; and chief operating officer of Homrich Berg.

The Cresset business had more than $35 billion in assets under management as of May 23 this year.

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