Episode 35: Centered Leadership in Wealth Management
How do you build a client-first financial firm from the ground up—and keep it human at scale?
In this episode of Sterling Insights, Roger sits down with Susie Cranston, President and COO of Cresset, a $65+ billion multifamily office and private investment firm. Together, they explore what it takes to deliver deeply personalized wealth management at scale, sharing valuable insights and practical tips for leaders, founders, and families navigating complex financial landscapes. Susie draws from decades of experience at McKinsey, First Republic, and now Cresset to discuss the power of culture…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.