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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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Clay Olsen

Clay Olsen

Director, Private Markets
Ryan Ortiz

Ryan Ortiz

Associate Director, Wealth Advisor
Beth Otero

Beth Otero

Associate Director, Private Wealth Client Services
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
Lily Patterson

Lily Patterson

Associate, Administrative Assistant
Amber Pena

Amber Peña

Associate Director, Office Manager & Client Administration
Alex Penning

Alex Penning

Managing Director, Head of Banking & Lending
Hannah Petty

Hannah Petty

Director, Private Wealth Client Services
Wiley Pickett

Wiley Pickett

Associate, Investments
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
Katherine Pyle

Katherine Pyle

Associate
John Quinlan

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.

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