Dheeraj Soni Appointed Chief Technology Officer at Cresset to Drive Innovation

Dheeraj Soni Takes the Helm as Chief Technology Officer at Cresset

Cresset, the innovative multi-family office and private investment firm, has appointed Dheeraj Soni as its new Chief Technology Officer (CTO). In this pivotal role, Soni will spearhead the firm’s technology organization, driving advancements in infrastructure, trading platforms, and cybersecurity initiatives. His appointment comes as Cresset seeks to strengthen its reputation as a leader in technology within the wealth management space.

With an impressive career spanning nearly three decades, Soni's background encompasses extensive leadership roles across various sectors including wealth management, private banking, prime brokerage, asset management, institutional trading, and investment banking. His most recent position was Managing Director and Head of Trading at Cresset, where he honed his skills in overseeing extensive trading operations.

Before joining Cresset, Soni was the Chief Technology Officer at J.P. Morgan Advisors. There, he was instrumental in leading a significant modernization of enterprise trading systems and the integration of trading platforms, all while managing a vast array of financial technologies. Additionally, his tenure at First Republic Bank as Head of Wealth Management Technology enabled him to architect comprehensive wealth management solutions that accommodated staggering growth—from $35 billion to over $350 billion in assets.

In his new position, Soni is enthusiastic about utilizing his rich experience to enhance Cresset’s technology strategy. He remarked, "I am honored to lead such an incredible team and further solidify Cresset's reputation as an innovative technology leader in the wealth management space. A secure, scalable, and innovative technology platform is key to our success and allows us to provide our clients with the high level of service and bespoke solutions they've come to know from Cresset. I look forward to building on the foundation as we continue to grow."

Soni's leadership style emphasizes innovation merged with operational excellence, a crucial balance that Cresset aims to offer its clients. Cresset's CEO, Susie Cranston, emphasized Soni's key qualities, stating, "Soni is an incredible technology leader who has dedicated his career to creating technology and trading organizations that seamlessly balance innovation and operational excellence. He is exactly the type of leader our clients and team expect and deserve."

In addition to his vast experience, Soni holds an MBA in finance and completed an executive leadership program at the Wharton School of Business. His professional expertise is complemented by multiple registrations with the Financial Industry Regulatory Authority (FINRA), including Series 7, 24, 63, and 99.

Beyond his notable professional accomplishments, Soni is actively involved in his community as the Chair of his local Boy Scouts troop. He resides in the San Francisco Bay Area with his wife and twin sons, reflecting a commitment not only to his career but also to his family and community.

About Cresset

Cresset is a forward-thinking firm built by clients for clients, reimagining how wealth is managed and experienced. As an independent, award-winning multi-family office, Cresset is focused on ensuring that wealth aligns with the unique aspirations of its clients. Client-centricity is at the core of Cresset's philosophy, striving to provide access to top-tier talent and investment opportunities that are typically reserved for the largest single-family offices and institutions. Cresset’s vision is to forge long-lasting relationships while delivering exceptional experiences for both the families it serves and the dedicated team behind them. The firm proudly cultivates an environment centered on shared success and believes that wealth should facilitate a life well-lived.

Cresset continues to be recognized by high-profile publications such as Barron's and Forbes among the leading multi-family offices across the nation, a testament to its unwavering commitment to excellence in wealth management.