Our Cresset Team

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

Anne Paape

Anne Paape, J.D.

Managing Director, Head of Wealth Strategy
Eve Paquet

Eve Paquet

Associate Director, 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

Managing Director, Wealth Advisor
Amanda Plonski

Amanda Plonski, CEPA, CFP®, CPWA®

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

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, Custodian Operations
Katherine Pyle

Katherine Pyle

Associate
John Quinlan

John Quinlan, CAPI, CPRIA

Managing Director, Head of Insurance Advisory
Angela Raitzin

Angela Raitzin, CFP®, CEPA, CRPC®

Managing Director, Wealth Advisor
Vanessa Ramich

Vanessa Ramich

Managing Director, Wealth Advisor
Raquel Ramirez

Raquel Ramirez

Managing Director, Marketing Content & Collateral
Heather Ramsey

Heather Ramsey, CFA

Managing Director, Head of Investment Operations
Chad Recht Featured Image

Chad Recht

Managing Director, Head of Investment and Data Technology