Your Cresset Team

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Eric Becker

Eric Becker

Founder and Co-Chairman
Avy Stein

Avy Stein

Founder and Co-Chairman
Doug Regan

Doug Regan

Founding Partner & Co-Chairman
Jack Ablin

Jack Ablin, CFA®

Chief Investment Officer and Founding Partner
David Karp

David W. Karp

Co-Founder & Senior Managing Director
Jessica Malkin

Jessica Malkin

Executive Managing Director & Chief Marketing Officer
Adwoa Mograbi

Adwoa Mograbi

Executive Managing Director, Chief People Officer
Justin Berman

Justin Berman

Co-Founder and Co-Chairman
Charles Maxwell

Charlie Maxwell, CFP®

Co-Founder and Co-Chairman
Jon Goldstein

Jon Goldstein

Executive Managing Director, Wealth Advisor
Paul Tramontano

Paul Tramontano

Executive Managing Director, Wealth Advisor
Mark Rogozinski

Mark Rogozinski

President, Family Office Services
Bill Rudnick

Bill Rudnick

Executive Managing Director, Chief Legal Officer
Janet Dougherty

W Janet Dougherty, CFA®

Managing Director, Wealth Advisor
Chris Demonte

Christopher J. DeMonte, CFA®

Managing Director, Wealth Advisor
Randy Conte

Randy Conte

Executive Managing Director, Chief Operating Officer
Michael Costible

Michael Costabile

Executive Managing Director, Chief Financial Officer
Oliver Rose

Oliver Rose

Founder of Cresset Catalyst
Oleg Ikhelson

Oleg Ikhelson, J.D., CPA

Managing Director, Head of Tax
Amanda Plonski

Amanda R. Plonski, CFP®, CPWA®, CEPA

Managing Director, Wealth Advisor
Vimala Snow

Vimala Snow

Managing Director, Head of Wealth Strategy
Whitney Webb

Whitney Webb

Managing Director, Family Governance
Patrick Regan

Patrick Regan, MBA, CFA®

Managing Director, Deputy CIO
Kelly Downs

Kelly Downs, CFP®

Chief Operating Officer of Advisor Practice Management
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