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Who's Moving Where In Wealth Management? – Cresset, Callan, EisnerAmper
Editorial Staff
20 March 2026
Cresset He has spent most of his nearly two-decade financial services career in the wealth management industry. Thompson was previously MD of Morgan Stanley’s Fiduciary Consulting Group, an RIA within the US bank. He launched the business in 2021 and grew it to $200 billion in assets through a mix of acquisitions and organic growth. Callan, Clarity
Cresset has appointed Mark Thompson as executive managing director, institutional consulting, based in New York. He will also join Cresset’s management committee.
Thompson leads Cresset’s outsourced chief investment office business and strategy, partnering with foundations, endowments, nonprofit organizations, and complex multi-generational clients.
In 2025, Cresset formed a strategic combination with Monticello Associates, an independent investment consultancy that provides non-discretionary investment advisory services to foundations, endowments, and family offices. Cresset has more than $235 billion in assets under management and advisement.
Prosperity, EisnerAmper
Prosperity – an EisnerAmper company and a registered investment advisor – is expanding into Southern California by adding two senior wealth advisors.
Merryll McElwain, based in Los Angeles, brings 18 years of experience providing financial planning, investment management, pre-transaction planning for entrepreneurs, planning for individuals in sports and entertainment, and wealth transfer strategies. Keon Khamsehpour, based in La Jolla, is joining the firm with 15 years of experience advising entrepreneurs, executives, business owners, and multi-generational families.
A team from Clarity Family Offices has joined Callan Family Office, an RIA serving ultra-high net worth families, family offices, foundations, and endowments.
“Clarity’s deeply-experienced team is well respected for partnering with entrepreneurial and high net worth families to provide sophisticated single-family office services, which will significantly expand and deepen our own service offerings,” Jack Ginter, CEO of Callan Family Office, said.
Clarity’s team averages more than 20 years of experience working with single-family offices, entrepreneurs, and ultra-high net worth families. Based in Ada, Michigan, Clarity covers income, estate and gift tax planning, single-family office formation and administration, and multi-generational family wealth governance structuring.
Earlier this year, Callan Family Office surpassed $10 billion in assets under management since starting just under four years ago as an independent firm. It said all its growth is and continues to be organic – no investment assets were acquired through Clarity Family Offices, Callan said.