Amid intensifying competition in the multi-family office and RIA space, Cresset and Angeles Family Office are leaning on experienced executives to deepen their rreach with ultra-wealthy families and advisors.
Cresset announced that it has promoted MeMe McNairy-Glenn to managing director, national strategic growth, tasking her with driving the firm’s next phase of expansion across the US.
McNairy-Glenn’s mandate spans both sides of the balance sheet for a modern RIA: recruiting advisory teams and attracting closely held business owners and multigenerational families. The firm said she will concentrate on families that want sophisticated planning, institutional-style investment access, and long-term partnership, while also courting “exceptional” advisors and entrepreneurial teams seeking an independent, client-first platform.
“MeMe understands that sustainable growth is rooted in trust and shared values,” said Jessica Malkin, chief growth officer at Cresset, underscoring McNairy-Glenn’s ability to build relationships with both advisors and families.
Before joining Cresset, McNairy-Glenn served as managing director on the partner relations team at CH Investment Partners, which Cresset acquired in 2024. She earlier spent 11 years at International Farming Corporation as partner, chief operating officer and head of capital formation, helping build its institutional relationships and infrastructure.
Already a managing director at Cresset, McNairy-Glenn is known internally for pairing strategic discipline with a highly relational approach. The firm highlighted her experience with governance, legacy and family-enterprise dynamics, positioning her as a bridge between operating businesses and liquid wealth.
McNairy-Glenn's reassignment comes on the heels of Cresset welcoming a $2 billion advisor team in San Francisco, through which veteran advisor Heather Pelant joined as a new managing director and wealth advisor.
Meanwhile in Texas, Kate Flume has joined Angeles Family Office as senior managing director. Flume's arrival comes as Angeles Investments continues to grow its presence in Texas, where its institutional and private wealth businesses now collectively advise roughly $13 billion in assets.
She will act as a strategic advisor and hub for substantial families seeking institutional rigor, coordinating investment strategy, liquidity and governance with philanthropy, succession planning and next-generation education. She will sit at the center of a network of internal specialists and outside legal, tax, fiduciary and investment partners to provide “cohesive oversight” and streamlined execution for each family, according to the firm.
“Families today are managing increasingly complex wealth structures and are seeking a partner who can integrate solutions and simplify the process,” Flume said, describing her role as an “expert generalist” who can assemble the right specialists and provide clear oversight.
Her hire follows Angeles Wealth’s acquisition of XO Capital, which led to the launch of Angeles Family Office in January to target ultra-high-net-worth families that want institutional capabilities without building a standalone single-family office.
The move also underscores Angeles’ push in Dallas, where Flume and chief growth officer Jonah Cave – who joined from CH Investment Partners in November – are both based. Cresset plans to open an office there to serve a growing cluster of entrepreneurial families.
Angeles Wealth reported more than $2.7 billion in assets under management at year-end 2025 and, along with Angeles Family Office, maintains offices in Santa Monica, New York City and Houston.
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