Our Cresset Team

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

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Shannon Miller

Managing Director, Private Wealth Client Services

Maggie Miller

Micah Miller, J.D., LL.M, AEP^®, TEP

Managing Director, Wealth Strategist

Ashley Mo

Director, Growth Marketing

Andrew Moel

Associate Director, Private Wealth Client Services

Michael Mohr, CFA

Managing Director, Wealth Advisor

Jon Moon

Associate Director, IT Manager

Cathy Morris

Associate Director, Client Administration and Office Manager

Taylor Morton

Associate, Private Wealth Client Services

Chris Mortvedt

Associate, Wealth Advisor

Cameron Motherwell

Associate, Reporting

Mark (Duke) Mulvoy

Managing Director, Wealth Advisor

Marcel Myszewski

Associate Director, Wealth Advisor

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

Kevin O’Donnell

Executive Managing Director, Cresset Private Capital

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

Clay Olsen

Director, Private Markets

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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.