Amy E. MacLeod

Cresset Capital Management

Amy E. MacLeod - Santa Barbara Wealth Manager
Amy E. MacLeod
Wealth Manager

Amy E. MacLeod
Managing Director, Wealth Advisor
Cresset Capital Management

1020 State Street, Suite 216
Santa Barbara, CA  93101

Cell: (805) 729-2978
Email: [email protected]

About Amy E. MacLeod

Amy is responsible for managing clients' investment portfolios, assisting clients with their estate planning and wealth transfer strategies, and providing clients with philanthropic guidance, including helping clients create charitable giving strategies and assisting with the governance and administration of family foundations. Amy further provides guidance on values-based and impact investing strategies. Prior to joining Manchester Capital, Amy practiced law, and she is a member of the State Bars of California and Colorado. Amy received her J.D. and M.B.A. from The University of Chicago, and she received her A.B. in Economics from Princeton University. Amy lives in Santa Barbara with her husband, Don, and enjoys a variety of community and athletic activities. She is on the board of the Lobero Theatre Foundation, where she currently serves as Vice President. In college, she served as President of the Princeton Women's Rugby Football Club, and was selected to the All-America team after Princeton won the national collegiate championship in 1996. Today, Amy enjoys hiking, cycling, volleyball, and alpine skiing. Amy's Santa Barbara County roots go back five generations to the 1860s, when her great-great grandparents, Patrick and Nora Kinevan, ran a stagecoach stop and ranch along the stagecoach line that ran from the Santa Ynez Valley to Santa Barbara.

About Cresset Capital Management

Cresset is an award-winning, boutique multi-family office that launched in 2017 with a vision to deliver a new paradigm for wealth management. Co-Founders Eric Becker and Avy Stein set out to create the kind of firm they felt was missing in the wealth management industry. Today, Cresset is a Barron’s and Forbes Top Ranked Advisor and offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, institutional-quality private investing opportunities, True Fiduciary® alignment, and an ecosystem and community of peer-to-peer learning.

Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors.

Wealth Management Services Include:

  • A review of your current investment program
  • A comprehensive asset allocation analysis
  • A written Investment Policy Statement
  • Selection of appropriate Investment Managers
  • A review of your investment plan
  • Performance monitoring

Visit site