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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
Liz Nesvold
Liz Nesvold
President
Jack Ablin
Jack Ablin, CFA®
Chief Investment Officer and Founding Partner
David Karp
David W. Karp
Founding Partner PagnatoKarp and Senior Managing Director Cresset
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
Charlie Maxwell
Charlie Maxwell, CFP®
Co-Chairman
David Fisher
David Fisher
Executive Managing Director, 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, Head of Wealth Planning
Vimala Snow
Vimala Snow
Managing Director, Head of Wealth Strategy
Whitney Webb
Whitney Webb
Managing Director, Family Governance
Patrick Regan
Patrick Regan, MBA, CFA®
Deputy Chief Investment Officer
Kelly Downs
Kelly Downs, CFP®
Chief Operating Officer of Advisor Practice Management
Cathy Rieder
Cathy Rieder
Managing Director, Digital Experience

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