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Our Cresset Team

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

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Shannon Miller

Shannon Miller

Managing Director, Private Wealth Client Services
Ashley Moe

Ashley Mo

Director, Growth Marketing
Andrew Moel 700x425 1

Andrew Moel

Director, Private Wealth Client Services
Michael Mohr

Michael Mohr, CFA

Managing Director, Wealth Advisor
Jon Moon

Jon Moon

Director, IT Manager
Dan Morgan

Dan Morgan

Associate, Investment Analyst
Cathy Morris

Cathy Morris

Associate Director, Office Manager and Client Administration
Chris Mortvedt

Chris Mortvedt

Associate, Wealth Advisor
Camero Motherwell

Cameron Motherwell

Associate, Reporting
Duke Mulvoy

Mark (Duke) Mulvoy

Managing Director, Wealth Advisor
Bernardo Murillo

Bernardo Murillo, E.A.

Director, Tax Services
Marcel Myszewski

Marcel Myszewski

Associate Director, Wealth Advisor
Lauren Neal

Laura Neal

Director, Family Office Services
Kristin Nestor

Kristin Nestor

Director, Private Wealth Client Services
April Neuhaus

April Neuhaus

Associate, Executive Assistant
Derek Noel

Derek Noel

Associate Director, Fixed Income Trading & Operations
Wen Nottebohm

Wen Nottebohm, CFP®

Managing Director, Wealth Advisor
Anne Novak

Anne Novak, CPA, PFS, CTFA

Managing Director & Vice President, Cresset Trust Company
Andy O'connell

Andrew O’Connell

Managing Director, Wealth Advisor
Paula Oaxaca

Paula Oaxaca

Managing Director, Private Wealth Client Services
Andy Ohman

Andy Ohman, CPA, CFP®

Regional Managing Director, Client Service – West Region
Lars Okeson

Lars G. Okeson, CPA

Managing Director, Wealth Advisor
Clay Olsen

Clay Olsen

Director, Private Markets
Erica Olsen

Erica Olsen

Associate, Private Client Service
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