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An Egyptian Immigrant And Tax Whisperer Who Built A $1 7 Billion Firm
From the luxurious enclave of Newport Beach, Laila Marshall-Pence and her husband Dryden have built a high-touch advisory that includes regular podcasts.
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Newport beach
Los angeles
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University of california
Pence wealth
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Best in state wealth
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Tennis grand
Marshall pence
A $26 Billion Advisor Focused On Private Capital Growth And Liquidity
Avy Stein’s Cresset leans heavily on alternatives, focusing on finding unique private market opportunities for clients.
United states
University of illinois
Mustafa suleyman
Lindsey vonn
Matthew mcconaughey
Walter isaacson
Eric becker
Team custodied assets
Cresset asset
Custodied assets
Avy stein
Willis stein
Coming wave
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