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Meet the wealth advisors and family office services team dedicated to serving your needs.
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Andrew Moel
Director, Private Wealth Client Services
Michael Mohr, CFA
Managing Director, Wealth Advisor
Jon Moon
Director, IT Manager
Cathy Morris
Associate Director, Office Manager and Client Administration
Chris Mortvedt
Associate, Wealth Advisor
Cameron Motherwell
Associate, Reporting
Mark (Duke) Mulvoy
Managing Director, Wealth Advisor
Bernardo Murillo, E.A.
Director, Tax Services
Marcel Myszewski
Associate Director, Wealth Advisor
Laura Neal
Director, Family Office Services
Kristin Nestor
Director, Private Wealth Client Services
April Neuhaus
Associate, Executive Assistant
Derek Noel
Associate Director, Fixed Income Trading & Operations
Wen Nottebohm, CFP
®
Managing Director, Wealth Advisor
Anne Novak, CPA, PFS, CTFA
Managing Director & Vice President, Cresset Trust Company
Andrew O’Connell
Managing Director, Wealth Advisor
Paula Oaxaca
Managing Director, Private Wealth Client Services
Andy Ohman, CPA, CFP
®
Regional Managing Director, Client Service – West Region
Lars G. Okeson, CPA
Managing Director, Wealth Advisor
Erica Olsen
Associate, Private Client Service
Clay Olsen
Director, Private Markets
Jacob Oser
Associate, Private Wealth Client Services
Beth Otero
Associate Director, Private Wealth Client Services
Debbie Ottomeyer
Director, Private Wealth Client Services
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