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Wealth Manager Gives Clients Disease Expertise With Money Advice

  • Cresset’s Stein says private equity secondaries are attractive
  • ‘Think boldly’ in business, investment decisions, Stein says

Never before have so many wealth-management executives spent so much time speaking with disease experts.

One of them is Avy Stein, co-founder of Cresset Capital Management, which oversees about $6 billion in assets.