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Est. 2026The front page of wealth managementNew York

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Heather Pelant

Managing Director, Wealth Advisor at CressetSan Francisco

At a glance

Heather Pelant joined Cresset as Managing Director, Wealth Advisor with $2 billion in assets (our reporting, October 8, 2026). One story in our coverage names them so far.

Firm
Cresset
Role
Managing Director, Wealth Advisor
Assets, as reported
$2.0BFinancial ADVSR, Oct 8, 2026
Location
San Francisco
In our coverage
1 story

The record

  1. Joined Cresset as Managing Director, Wealth Advisor with $2 billion in assets

    Cresset hires ex-Blackstone strategist Joe Zidle as chief market strategist Financial ADVSR

How this page is built

Every line on this page comes from a story that names Heather Pelant: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 8, 2026. All people in our coverage →