#United States #Chicago #Cresset #Market Strategy #Joe Zidle

Cresset Welcomes Joe Zidle as Chief Market Strategist

On October 8, 2026, Cresset, a distinguished independent multi-family office dedicated to serving ultra-high-net-worth individuals, announced the appointment of Joe Zidle as their new Executive Managing Director and Chief Market Strategist. With over thirty years of expertise in macroeconomics, asset allocation, and investment within both public and private markets, Zidle is set to enhance Cresset’s investment landscape significantly.

Zidle steps into this new role with a wealth of experience. Most notably, he has served as the Senior Managing Director and Chief Investment Strategist at Blackstone Private Wealth, where he dedicated nearly eight years to refining investment strategies and delivering valuable insights to private wealth investors. Moreover, his previous roles included being a Portfolio Strategist at Richard Bernstein Advisors, where he was instrumental in shaping portfolio strategies and maintaining relationships with key wealth management firms.

Previously, Zidle made his mark at Bank of America Merrill Lynch, where he held senior research and strategy positions, including the Head of Investment Strategy for Global Wealth Management. His tenure there allowed him to refine investment strategies across diverse asset classes, which he effectively communicated to the private client segment of the firm.

Following his time at Blackstone, Zidle founded the Zidle Macro Strategy Group, an independent research and investment strategy firm focused on the intersection of macroeconomic trends and market dynamics. At Cresset, he will collaborate closely with a dedicated team of investment professionals and advisors. His responsibilities encompass helping clients navigate the multifaceted opportunities and challenges posed by today's fluctuating investment environment.

In his words, Zidle expressed his enthusiasm about joining Cresset, stating: "Cresset has developed a distinctive offering by integrating investment management with wealth planning around the unique needs of families, entrepreneurs, and business owners. This environment aligns perfectly with my professional aspirations. I am excited to contribute to Cresset's mission of providing top-tier advisory services to help navigate complex investment landscapes."

Mike Silverman, Cresset's Chief Investment Officer, shared his thoughts on Zidle's appointment, highlighting that as Cresset grows, they aim to build an investment platform that addresses the complexities and long-term requirements of ultra-high-net-worth families. Silverman acknowledged Zidle's unique blend of experience, intellectual curiosity, and his ability to distill complex market dynamics into actionable insights for clients.

Zidle earned his Bachelor of Arts in Economics and History from Emory University and proudly served as a military intelligence specialist in the U.S. Army Reserve from 1993 to 2001. His commitment to community service is also evident in his role on the Executive Leadership Team of Stop Soldier Suicide, a nonprofit organization dedicated to addressing suicide rates among U.S. veterans and service members.

Cresset's mission revolves around reimagining wealth experiences by combining investment management with real-life applications. Their client-centric approach ensures that clients receive personalized advisory services that meet their individual needs and long-term goals. With Zidle on board, the firm is well-positioned to continue delivering exceptional service to its clientele and fostering long-lasting relationships grounded in trust and mutual success.

For more information about Cresset and their service offerings, you can visit their official website.