Gus Spaulding

Managing Director, Wealth Advisor at Cresset Capital

Gus Spaulding is Managing Director, Wealth Advisor with Cresset’s Denver office. At Cresset, Gus works with clients to help them identify and reach their wealth goals. He provides advice on multi-generational wealth transfer, financial planning, philanthropic endeavors, banking, and credit needs. For clients with investment management needs, Gus and his partners design customized solutions in both public and private markets.

Gus is experienced in working with clients to address the complexity that can accompany significant wealth. He previously held similar roles at both Bank of America Private Bank and J.P. Morgan Private Bank in both Denver and New York City. In these roles, he was responsible for developing and managing relationships with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions.

Gus is the President of the Rocky Mountain Chapter of the Exit Planning Institute (EPI). He also holds the Certified Exit Planning Advisor (CEPA) designation from EPI, which is one of the most widely accepted and endorsed professional exit planning programs in the world.

Gus earned a bachelor’s degree from Bowdoin College in Brunswick, Maine, with a major in Economics and a minor in Sociology. He is also an alumnus of the Denver Active 20-30 Children’s Foundation and the Teach for America Colorado Champions Circle. Gus and his wife are active with ACE Scholarships as well.

Gus lives in Denver and enjoys spending time with his incredible family. His wife, Dana, is an entrepreneur and business owner, and they have a beautiful daughter. His hobbies include golf, skiing, hiking, and sports of all kinds.

Location

Princeton, United States

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Cresset Capital

Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW, and multi-generational families across the nation.


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51-200

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