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Your Cresset Team
Dedicated to Serving Your Needs
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Eric Becker
Founder and Co-Chairman
Avy Stein
Founder and Co-Chairman
Doug Regan
Founding Partner & Co-Chairman
Liz Nesvold
President
Jack Ablin, CFA
®
Chief Investment Officer and Founding Partner
David W. Karp
Founding Partner PagnatoKarp and Senior Managing Director Cresset
Jessica Malkin
Executive Managing Director & Chief Marketing Officer
Adwoa Mograbi
Executive Managing Director, Chief People Officer
Justin Berman
Co-Founder and Co-Chairman
Charlie Maxwell, CFP
®
Co-Chairman
David Fisher
Executive Managing Director, Family Office Services
Bill Rudnick
Executive Managing Director, Chief Legal Officer
W Janet Dougherty, CFA
®
Managing Director, Wealth Advisor
Christopher J. DeMonte, CFA
®
Managing Director, Wealth Advisor
Randy Conte
Executive Managing Director, Chief Operating Officer
Michael Costabile
Executive Managing Director, Chief Financial Officer
Oliver Rose
Founder of Cresset Catalyst
Oleg Ikhelson, J.D., CPA
Managing Director, Head of Tax
Amanda R. Plonski, CFP
®
, CPWA
®
, CEPA
Managing Director, Head of Wealth Planning
Vimala Snow
Managing Director, Head of Wealth Strategy
Whitney Webb
Managing Director, Family Governance
Patrick Regan, MBA, CFA
®
Deputy Chief Investment Officer
Kelly Downs, CFP
®
Chief Operating Officer of Advisor Practice Management
Cathy Rieder
Managing Director, Digital Experience