Our Cresset Team

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

Joe Park

Managing Director, Chief Operating Officer

Lily Patterson

Associate, Administrative Assistant

Amber Peña

Associate Director, Office Manager & Client Administration

Alex Penning

Managing Director, Head of Banking & Lending

Hannah Petty

Director, Private Wealth Client Services

Wiley Pickett

Associate, Investments

Michael Pinckney

Managing Director, Wealth Advisor

Amanda Plonski, CFP^®, CPWA^®, CEPA

Managing Director, Wealth Advisor

Scott Politz, CFP^®

Associate, Wealth Advisor

Kim Polston

Director, Private Wealth Client Services

Jonathan Pope

Director, Private Wealth Client Services

Teresa Pravata

Director, Private Wealth Client Services

Andy Preisendanz

Associate Director, Wealth Advisor

Candace Premo

Associate, Executive Assistant

Davina Proffitt

Director, Client Services

Katherine Pyle

John Quinlan, CAPI, CPRIA

Managing Director, Head of Risk Management

Angela Raitzin, CFP^®, CEPA, CRPC^®

Managing Director, Wealth Advisor

Vanessa Ramich

Managing Director, Wealth Advisor

Raquel Ramirez

Managing Director, Marketing Content & Collateral

Heather Ramsey, CFA

Managing Director, Investment Operations & Trading

Chad Recht

Managing Director, Head of Investment and Data Technology

Nikolas Reed

Associate Director, Private Wealth Client Services

Lisa Rickman, CPA

Director, Trust Services

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Cresset refers to Cresset Capital Management, Peakline 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. Peakline 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 Peakline Partners, LLC, are SEC registered investment advisors.