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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
Jack Ablin
Jack Ablin, CFA®
Chief Investment Officer and Founding Partner
Doug Regan
Doug Regan
Founding Partner & Co-Chairman
David Karp
David W. Karp
Founding Partner PagnatoKarp and Senior Managing Director Cresset
Paul Pagnato
Paul A. Pagnato
Founder PagnatoKarp and Co-Chairman Cresset
Jessica Malkin
Jessica Malkin
Executive Managing Director & Chief Marketing Officer
Patrick Channing
Patrick Canning
Vice Chairman
Oliver Rose
Oliver Rose
Founder of Cresset Catalyst
Randy Conte
Randy Conte
Executive Managing Director, Chief Operating Officer
Bill Rudnick
Bill Rudnick
Executive Managing Director, General Counsel
Michael Costible
Michael Costabile
Executive Managing Director, Chief Financial Officer
Paul Algreen
Paul Algreen
Chief Technology Officer
Oleg Ikhelson
Oleg Ikhelson, J.D., CPA
Managing Director, Tax Services
Amanda Plonski
Amanda R. Plonski, CFP®, CPWA®
Managing Director, Head of Wealth Planning
Archan Basu
Archan Basu, CFA®
Managing Director, Deputy Chief Investment Officer and Head of Portfolio
Mark Guinney
Mark Guinney, CFA®
Managing Director, Investment Strategy
Vimala Snow
Vimala Snow
Managing Director, Wealth Strategist
Matt Teich
Matt Teich, CFA®, CFP®
Managing Director, Wealth Planning & Office Team Lead
Jennifer Miara
Jennifer Miara
Director, Banking and Credit Consulting
Whitney Webb
Whitney Webb
Managing Director, Family Governance
Lorrie Zimecki
Lorrie Zimecki, CMP, CGSP®
Director, Lifestyle Services
Diana Grimsley
Diana B. Grimsley, CMT®
Managing Director, Investment Operations, Reporting & Business Intelligence
Bob Pagliuco
Bob Pagliuco
Managing Director, Chief Compliance Officer

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