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Mark Thompson — Executive Managing Director, Institutional Consulting · Cresset · New York, New York, United States.
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About
Mark Thompson is Executive Managing Director, Institutional Consulting at Cresset. Before joining Cresset, he was Managing Director and Head of Morgan Stanley’s Fiduciary Consulting Group in New York, an institutional consulting business he launched in 2021 and expanded through acquisitions and organic growth. Earlier, he led strategy for Morgan Stanley’s institutional consulting businesses, including Graystone Consulting, Corporate Cash, and Government Entities. Thompson previously served as a Vice President on the Private Institutional Clients desk at Alex. Brown, a Raymond James division, and as an Assistant to Raymond James’s Chairman. He began his career in Morgan Stanley wealth management, strategy, and project management roles. He holds degrees from the College of the Holy Cross and Dartmouth’s Tuck School of Business.
Experience
Executive Managing Director, Institutional Consulting
Cresset · New York City Metropolitan Area
Mar 2026 – Present
Head of Morgan Stanley Fiduciary Consulting Group
Morgan Stanley · Greater New York City Area
Sep 2021 – Mar 2026
- Established and run a new legal entity and business within Morgan Stanley to acquire RIAs focused on institutional consulting clients. Acquired Hyas Group (2021) and Cook Street Consulting (2022), as well as lifted out Milliman’s Dallas-based consulting team (2023) bringing in three investment consulting firms representing ~450 clients and over $200 billion in assets. - Responsible for sourcing new acquisition opportunities, integrating acquired firms into Morgan Stanley and then overseeing day-to-day management of the ongoing business including full P&L management.
Education
Skills
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