Our Cresset Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

Eric Becker

Founder and Co-Chairman

Avy Stein

Founder and Co-Chairman

Susie Cranston

President and Chief Operating Officer

Doug Regan

Founding Partner and Co-Chairman

Jack Ablin, CFA

Chief Investment Officer and Founding Partner

Paul Algreen

Executive Managing Director, Chief Technology Officer

Michael Costabile

Executive Managing Director, Chief Financial Officer

Jon Crow

Executive Managing Director, Head of Client Advisory Services

Amy Hong

Executive Managing Director, Chief Compliance Officer

Melissa Karetny

Executive Managing Director, Chief People Officer

Jessica Malkin

Executive Managing Director, Chief Growth Officer

Patrick Regan, MBA, CFA

Managing Director, Deputy CIO

Mark Rogozinski

Executive Managing Director, Strategic Initiatives

Vimala Snow

Executive Managing Director, Head of Family Office Services

Paul Tramontano

Executive Managing Director, Wealth Advisor

Jon Goldstein

Executive Managing Director, Wealth Advisor

Dagny Maidman, J.D.

Executive Managing Director, Wealth Advisor

David W. Karp

Co-Founder and Senior Managing Director

Charlie Maxwell, CFP^®

Co-Founder and Co-Chairman

Justin Berman

Co-Founder and Co-Chairman

Chris Chase

Managing Director, Wealth Advisor

Erik Ralston

Managing Director, Wealth Advisor

W Janet Dougherty, CFA

Managing Director, Wealth Advisor

Christopher J. DeMonte, CFA

Managing Director, Wealth Advisor

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Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.