William Blair & Company
47yrs
Top advisor by experience in Illinois
11yrs
Daniel Biondi
Financial advisor at Cresset Asset Management
Daniel Biondi is a fiduciary financial advisor in Chicago, Illinois, with 11 years in the industry. Daniel joined Cresset Asset Management in 2021, a firm offering financial planning, investment management, and private fund management. Daniel holds the CFA designation.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office444 W. Lake Street Suite 4700, Chicago, IL 60606
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$14.7 million
Advisors at the firm211
States licensed ?1 state
Services through Cresset Asset Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowCresset Asset Management, LLCCurrent firm
Contact Daniel
(312) 429-2400Cresset Asset Management main office 444 W. Lake Street Suite 4700Chicago, IL 60606Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Cresset Asset Management at (312) 429-2400 and ask for Daniel Biondi. Daniel works from the Chicago, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Cresset Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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