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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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Brent Meyer

Brent Meyer, CFP®

Director, Wealth Advisor
Maggie Miller

Maggie Miller

Director
Shannon Miller

Shannon Miller

Managing Director, Private Wealth Client Services
Josh Togger

Micah Miller, J.D., LL.M, AEP®, TEP

Managing Director, Wealth Strategist
Ashley Mo

Ashley Mo

Director, Performance Marketing
Andrew Moel 700x425 1

Andrew Moel

Associate Director, Private Wealth Client Services
Michael Mohr

Michael Mohr, CFA

Managing Director, Wealth Advisor
Jon Moon

Jon Moon

Associate Director, IT Manager
Cathy Morris

Cathy Morris

Associate Director, Client Administration and Office Manager
Taylor Morton

Taylor Morton

Associate, Private Wealth Client Services
Chris Mortvedt

Chris Mortvedt

Associate, Wealth Advisor
Camero Motherwell

Cameron Motherwell

Associate, Reporting
Duke Mulvoy

Mark (Duke) Mulvoy

Managing Director, Wealth Advisor
Marcel Myszewski

Marcel Myszewski

Associate Director, Wealth Advisor
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
Kevin O'Donnell

Kevin O’Donnell

Executive Managing Director, Cresset Private Capital
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

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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