Cresset to Merge with Meristem Family Wealth – The combined firm will manage more than $27 billion in assets
CHICAGO – May 25, 2022 - Cresset Asset Management, LLC (“Cresset”) and Meristem Family Wealth, LLC (“Meristem”) announced today that they plan to merge, creating ...
Read More Naples Market Brings Back Spring Speaker Series in a New Home
The Naples office of Meristem welcomed back its Spring Speaker series in March and April after a 2-year hiatus due to the covid pandemic. The ...
Read More Protected: Exit Planning for Business Owners: 3 Steps to Achieve the Legacy you Desire
By Barb Quasius, CPA, MBA Business owners and entrepreneurs are often so “heads down” running their businesses that they don’t take time to think about ...
Read More Meristem Announces the Retirement of Karol Carlsrud
In January, Meristem celebrated the official retirement of one of our founding employees, Karol Carlsrud. Since 1999, Karol served as Executive Assistant to Charles Maxwell. We ...
Read More Meristem Family Wealth Names New Shareholders
Meristem Family Wealth recently named Greg Laughlin, David Legus, Anne Paape, and Patrick Siering as Shareholders effective January 1, 2022. Laughlin, MBA, Client Advisor joined ...
Read More Meristem Family Wealth Welcomes Daniel Sertich and Chandler Peterson
Due to continued growth, Meristem Family Wealth is pleased to announce that Daniel Sertich has joined our team as a Senior Associate, Client Service and ...
Read More Meristem Family Wealth Welcomes Barb Quasius as Senior Lead Client Advisor
Meristem Family Wealth announced today that Barb Quasius has joined the firm as Senior Lead Client Advisor. Quasius will be located in Meristem’s Naples office ...
Read More Meristem Family Wealth Welcomes Lori Wallace to Investment Team
After an extensive year-long search process, Meristem Family Wealth announced today that Lori Wallace has recently joined the firm as Vice President of Investments. "Lori's ...
Read More Business as Unusual
Today is the slowest rate of change we will ever experience. From this provoking premise, global futurist Jack Uldrich joined Meristem in mid-December to share ...
Read More Celebrating an Exceptional Artist
Based in the Twin Cities, Kari Wagner provided artwork for Meristem's holiday greeting since 2012. Born with cerebral palsy, she was non-verbal and unable to ...
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