Our Cresset Team

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

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Erica Olsen

Associate, Private Client Service

Ryan Ortiz

Associate Director, Wealth Advisor

Beth Otero

Associate Director, Private Wealth Client Services

Debbie Ottomeyer

Director, Private Wealth Client Services

Anne Paape, J.D.

Managing Director, Sr. Fiduciary Counsel, Cresset Trust Company

Bob Pagliuco

Managing Director, Compliance

Eve Paquet

Associate, Private Wealth Client Services

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

Director, Wealth Advisor

Amanda R. Plonski, CFP^®, CPWA^®, CEPA

Managing Director, Wealth Advisor

Scott Politz, CFP^®

Associate, Wealth Advisor

Kim Polston

Director, Private Wealth Client Services

Jonathan Pope

Associate 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

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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.