Silvercrest Asset Management Group

Silvercrest Asset Management Group is a wealth management firm based in New York, established in 2002. The company specializes in providing financial advisory and family office services to ultra-high net worth individuals, families, trusts, endowments, foundations, and select institutional investors. Silvercrest offers a range of services that include investment advisory, wealth and tax planning, estate management, fiduciary services, and personal accounting. Emphasizing a client-focused approach, the firm combines traditional private banking principles with modern portfolio construction and risk management strategies. As an independent, employee-owned registered investment advisor, Silvercrest is committed to serving the unique financial needs of its clientele while managing their assets under the guidance of its board of directors.

Moffett Cochran

Co-Founder and CEO

Judy Morrill

Managing Director and Portfolio Manager of Equity, Fixed Income and Balanced Portfolios

Tara Rubenstein

Senior Vice President

1 past transactions

Cortina Asset Management

Acquisition in 2019
Cortina Asset Management is an independent money manager that is majority owned by employees.
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