Angela Raitzin, CEPA, CFP, CRPC

Angela Raitzin is a Managing Director and Wealth Manager at Cresset. In her role, Angela provides comprehensive wealth management, investment management, and retirement plan services for high-net-worth individuals, foundations, non-profits, and companies. Angela joined Cresset in 2023 having previously served in a similar role at First Republic Investment Management since 2015. Before that, she served as a Principal at Constellation Wealth Advisors. Prior to her role at Constellation, she headed the New York office of Morton Capital Management.

Angela has been in the finance industry since 2000. She has previously headed the Structured Notes Team at the Private Bank at Credit Suisse, served in the Investment Bank at JP Morgan, and the Investment Bank at Deutsche Bank in a sales role on their sales and trading desk. Currently, she serves on the Executive Board of the Cox School of Business. Additionally, Angela works with a select group of entrepreneurs helping them maximize value in their companies, including offering “Coaching to Exit” assistance.

Angela graduated with honors from the University of Texas with a Bachelor of Arts and was recognized as an Outstanding Student and a Dean’s Distinguished Graduate in the College of Liberal Arts. She earned her MBA from the Cox School of Business, which later named her an Outstanding Young Alum in 2009. While pursuing her MBA, Angela interned at the Federal Reserve Bank of New York in the Bank Analysis Group. Before attending graduate school, she worked in both public accounting and corporate finance. She has been named to Forbes Best-In-State Women Advisors, and Forbes Best-In-State Wealth Advisors. She was also named to the Top Wealth Advisor Moms by Working Mother.