Our Cresset Team

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

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Debbie Ottomeyer

Debbie Ottomeyer

Director, Private Wealth Client Services
Anne Paape

Anne Paape, J.D.

Managing Director, Sr. Fiduciary Counsel, Cresset Trust Company
Bob Pagliuco

Bob Pagliuco

Managing Director, Compliance
Eve Paquet

Eve Paquet

Associate, Private Wealth Client Services
Joe Park

Joe Park

Managing Director, Chief Operating Officer
Alex Penning

Alex Penning

Managing Director, Head of Banking & Lending
Michael Pickney

Michael Pinckney

Director, Wealth Advisor
Amanda Plonski

Amanda R. Plonski, CFP®, CPWA®, CEPA

Managing Director, Wealth Advisor
Scott Politz

Scott Politz, CFP®

Associate, Wealth Advisor
Kim Polston

Kim Polston

Director, Private Wealth Client Services
Jonathan Pope

Jonathan Pope

Associate Director, Private Wealth Client Services
Teresa Pravata

Teresa Pravata

Director, Private Wealth Client Services
Andy Preisendanz

Andy Preisendanz

Associate Director, Wealth Advisor
Candace Premo

Candace Premo

Associate, Executive Assistant
Davina Proffitt

Davina Proffitt

Director, Client Services
John Quinlan

John Quinlan, CAPI, CPRIA

Managing Director, Head of Risk Management
Angela Raitzin

Angela Raitzin, CFP®, CEPA, CRPC®

Managing Director, Wealth Advisor
Vanessa Ramich

Vanessa Ramich

Managing Director, Wealth Advisor
Raquel Ramirez

Raquel Ramirez

Managing Director, Marketing Content & Collateral
Heather Ramsey

Heather Ramsey, CFA

Director, Investment Operations & Trading
Chad Recht Featured Image

Chad Recht

Managing Director, Head of Investment and Data Technology
Nikolas Reed

Nikolas Reed

Associate Director, Private Wealth Client Services
Lisa Rickman

Lisa Rickman, CPA

Associate Director, Trust Services
Lenet Rivas

Lenet Rivas

Associate Director, Wealth Advisor
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